Chuck Roberts (Stifel) | Blogger

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Chuck Roberts uses Exchange Traded Funds (ETFs)

Chuck Roberts has served as Managing Director/Investments at Stifel’s New York City branch since early 2016. Serving ultra-high net worth clients, Chuck Roberts draws on in-depth knowledge of a broad array of products, including exchange traded funds (ETF). ETFs are most simply described as a basket of securities that prices throughout the day and trades on a public exchange, like stocks. ETFs are versatile trading and investment vehicles in that they can be used to help pursue a broad array of investment objectives. Launched in the early 1990s primarily for institutional investors, ETFs have become increasingly popular in that most feature low internal expenses, provide more transparency to the investor, and can be used as tax-efficient investment vehicles when incorporated into a buy-and-hold strategy. ETFs have opened the doors to many asset classes and strategies. It is important to consult with your financial advisor to determine which ETFs may be suited to your individual si

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.