Julie CFP's Colleagues at Robertson Stephens Advisors LLC
Julie CFP's Contact Details
(610) 779-6796
Robertson Stephens Advisors LLC
Julie CFP's Company Details
Robertson Stephens is a global wealth investment advisory firm for high net worth individuals, family offices, institutions and corporations. Our firm touches clients at every step – from the start of their wealth to the creation of their legacy. Robertson Stephens Advisors LLC manages capital by combining strategic thinking and distinctive, global investments. Long-term strategy, disciplined research, and unique sourcing are all key to building high quality investment portfolios. Our investment process is three-fold: a core asset allocation of both traditional and alternative strategies; working with fund managers who focus on both strong performance and risk management; and sourcing direct, private opportunities from Robertson Stephens Asset Management. Robertson Stephens Asset Management LLC provides strategic capital and advice to our entrepreneurial clients to help grow their businesses and manage their liquidity needs at both the corporate and individual level. We support companies and their executives at each stage of their development: primary strategic capital; agency strategic capital; secondary investment between funding rounds; and a variety of structured internal platforms designed to provide liquidity solutions to employees and shareholders. Robertson Stephens Securities LLC provides brokerage services. Partnership, trust and transparency drive our business and client relationships. Through A Culture of Exceptionalism®, Robertson Stephens delivers unparalleled intellectual capital, investment insight and the highest level of personal service. For more information, please visit www.rscapital.com.