Chuck Roberts (Stifel) | Blogger

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Showing posts from June, 2017

Pursuing a Balanced Portfolio

As a Managing Director/Investments at Stifel, Chuck Roberts and his team are focused on wealth management. Leveraging more than 25 years of experience, Chuck Roberts and the CR Wealth Management Group strive to design and maintain an investment approach that is both balanced and diversified. Chuck’s wealth management strategy strives to balance risk and return and suggests that the investor have a time horizon generally longer than five years. Chuck also considers the investor’s overall financial objectives to determine the appropriate asset mix, allocation style, and rebalancing guidelines. An asset mix is the combination of fixed income, equity, and other assets used to diversify a portfolio, while allocation style (strategic, tactical, and focused) describes how that asset is put to work. Finally, establishing and maintaining a rebalancing strategy, the predetermined frequency or threshold at which a portfolio is reviewed, allows for the purchase or sale of assets based on their

About Me

At the New York City office of Stifel, veteran financial advisor Chuck Roberts serves as a Managing Director/Investments. In addition to holding a B.S. in Economics and a B.A. in Business Administration from Stony Brook University, Chuck has garnered a number of designations, including the Certified Investment Management Consultant (CIMC®) designation from the Investment Management Consultants Association and the George Washington University School of Business. Prior to joining Stifel in 2016, Chuck worked for more than 11 years at Morgan Stanley, where he was a Managing Director.

In his position with Stifel, Chuck Roberts leads as one of two senior partners in charge of The CR Wealth Management Group. He and his team deliver personalized, objective financial advice for corporations, endowments, extremely wealthy individuals and families, pension plans, and other diverse clients. As a Certified Investment Management Consultant® designee, he uses a practical process to help clients evaluate their financial circumstances and determine their short- and long-term goals. From there, he develops and implements customized investment strategies that encompass an array of products and services flexibly adapted to address clients’ evolving needs.

Away from his professional duties, Mr. Roberts values time spent with his family at their West Village home. He enjoys taking annual vacations to St. Barths, as well as summer sojourns in the Hamptons, where he appreciates the opportunity to go on long walks with his dog down the beach at dawn.