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Robertson Investment Management

Headquartered in HOUSTON, TX

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Firm Information

Robertson Investment Management is a Houston, TX-based investment firm with 16 employees and $434,418,252 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and referrals to third-party money manager portfolios. They primarily serve high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Robertson Investment Management

919 MILAM ST

HOUSTON, TX 77002

$434.42M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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referrals to third-party money manager portfolios

Referrals to third-party money manager portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ROBERTSON INVESTMENT MANAGEMENT has a total of 2 branch locations across the country.
location

Houston, TX

location

HOUSTON, TX

Advisors at Robertson Investment Management

View All 6 Advisors
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Sonia Constance Joao

RA

HOUSTON, TX

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John Edward Langston

RA

Houston, TX

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Robert William Kasten

RA

Houston, TX

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Unclaimed
Dawn Moore Trammell

RA

Houston, TX

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Frederick Allen Mecklenburg

RA

HOUSTON, TX

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Unclaimed
Chase Michael Robertson

RA

Houston, TX

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Unclaimed
Ellias David Stabinsky

RA

Houston, TX

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Disclosures

There are no public disclosures for Robertson Investment Management.

Frequently Asked Questions (8)

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