Chuck Roberts (Stifel) | Blogger

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Showing posts from December, 2017

Why Investors Need to Consider Their Time Horizon

Chuck Roberts, Managing Director/Investments of the CR Wealth Management Group of Stifel, provides comprehensive wealth management strategies for his clients throughout the United States. One of the factors Chuck Roberts considers before creating a wealth management plan for a Stifel client is his or her time horizon . One of the most important considerations for an investor is how much time he or she is able to dedicate to investing. Simply put, each investor should ask themselves how long they intend to hold an investment. If you are investing with a certain goal in mind, for example, raising your child’s college money or your own retirement savings, then accurately determining your time horizon will help your financial advisor create an appropriate plan for you. The last thing you want to happen is to invest in a long-term, low-return security and fail to accrue enough money for your goal or invest in a high-risk, short-term security, only to have your investment wiped out in a mar

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.