robertsonwealth.com
Open in
urlscan Pro
192.185.224.56
Public Scan
URL:
http://robertsonwealth.com/
Submission: On January 05 via api from US — Scanned from DE
Submission: On January 05 via api from US — Scanned from DE
Form analysis
3 forms found in the DOMGET http://robertsonwealth.com/
<form role="search" method="get" class="et-search-form" action="http://robertsonwealth.com/">
<input type="search" class="et-search-field" placeholder="Search …" value="" name="s" title="Search for:">
</form>
POST /
<form method="post" enctype="multipart/form-data" id="gform_1" action="/">
<div class="gform_heading">
<h3 class="gform_title">Sign Up for the FREE Robertson Wealth Management Newsletter</h3>
</div>
<div class="gform_body">
<ul id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_1_1" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex" for="input_1_1_3">Name<span
class="gfield_required">*</span></label>
<div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gfield_trigger_change" id="input_1_1">
<span id="input_1_1_3_container" class="name_first">
<input type="text" name="input_1.3" id="input_1_1_3" value="" aria-label="First name" tabindex="2" aria-required="true" aria-invalid="false">
<label for="input_1_1_3">First</label>
</span>
<span id="input_1_1_6_container" class="name_last">
<input type="text" name="input_1.6" id="input_1_1_6" value="" aria-label="Last name" tabindex="4" aria-required="true" aria-invalid="false">
<label for="input_1_1_6">Last</label>
</span>
</div>
</li>
<li id="field_1_2" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_1_2">Email<span class="gfield_required">*</span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_1_2" type="text" value="" class="large" tabindex="6" aria-required="true" aria-invalid="false">
</div>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_1" class="gform_button button" value="Submit" tabindex="7"
onclick="if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; jQuery("#gform_1").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_1" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="1">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsImIzYjFlNWZiY2Y5NThkZDdmODQwODU2YzUyZWJlZjk4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>
POST /
<form method="post" enctype="multipart/form-data" id="gform_1" action="/">
<div class="gform_heading">
<h3 class="gform_title">Sign Up for the FREE Robertson Wealth Management Newsletter</h3>
</div>
<div class="gform_body">
<ul id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_1_1" class="gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label gfield_label_before_complex" for="input_1_1_3">Name<span
class="gfield_required">*</span></label>
<div class="ginput_complex ginput_container no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gfield_trigger_change" id="input_1_1">
<span id="input_1_1_3_container" class="name_first">
<input type="text" name="input_1.3" id="input_1_1_3" value="" aria-label="First name" tabindex="2" aria-required="true" aria-invalid="false">
<label for="input_1_1_3">First</label>
</span>
<span id="input_1_1_6_container" class="name_last">
<input type="text" name="input_1.6" id="input_1_1_6" value="" aria-label="Last name" tabindex="4" aria-required="true" aria-invalid="false">
<label for="input_1_1_6">Last</label>
</span>
</div>
</li>
<li id="field_1_2" class="gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below gfield_visibility_visible"><label class="gfield_label" for="input_1_2">Email<span class="gfield_required">*</span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_1_2" type="text" value="" class="large" tabindex="6" aria-required="true" aria-invalid="false">
</div>
</li>
</ul>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_1" class="gform_button button" value="Submit" tabindex="7"
onclick="if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_1"]){return false;} window["gf_submitting_1"]=true; jQuery("#gform_1").trigger("submit",[true]); }">
<input type="hidden" class="gform_hidden" name="is_submit_1" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="1">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsImIzYjFlNWZiY2Y5NThkZDdmODQwODU2YzUyZWJlZjk4Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>
Text Content
* Home * About * Firm Overview * Our Heritage * Our Approach * Our Family Office Heritage * Services * Investment Management * Financial Advisory * Family Office Services * Our Team * Executive Management * Investment Officials * Financial & Fiduciary Managers * Operations Professionals * Radio Show * Events * Contact * Client Login Select Page * Home * About * Firm Overview * Our Heritage * Our Approach * Our Family Office Heritage * Services * Investment Management * Financial Advisory * Family Office Services * Our Team * Executive Management * Investment Officials * Financial & Fiduciary Managers * Operations Professionals * Radio Show * Events * Contact * Client Login ROBERTSON WEALTH MANAGEMENT Private Wealth & Asset Management ROBERTSON WEALTH MANAGEMENT Private Wealth & Asset Management ROBERTSON WEALTH MANAGEMENT Private Wealth & Asset Management ROBERTSON WEALTH MANAGEMENT Private Wealth & Asset Management What We Believe at Robertson Wealth Management Robertson Wealth Management takes capital preservation seriously. Our first goal is to do no harm to your portfolio or to your ability to make potential profits when the time is right. While our primary goal is to avoid losses, we will be prepared when it is time to invest more aggressively. We keep learning, we keep improving. We have done that for 36 years. Our mission is to ensure our customers benefit from a long-term relationship with professionals who are dedicated to their financial health. SIGN UP FOR THE FREE ROBERTSON WEALTH MANAGEMENT NEWSLETTER * Name* First Last * Email* The Principles of Robertson Wealth Management Experience We have been managing wealth for decades. Because we have seen all kinds of markets, there is no learning curve for us and we believe there will be no surprises for our customers. Insight Our relationship with the Harry S. Dent Company provides us with accurate and reliable economic tools. We use these tools to make practical investment decisions that are designed to identify economic trends. Independence Our independence is important because we are not required by some corporate owner to promote any particular set of products. We can focus only on what is best for our clients. Weekly Market Commentary January 28, 2019 Like competitors who’ve completed a difficult section in an endurance race, U.S. stock investors took a breather last week. The Standard & Poor’s 500 Index, which has gotten off to its best start since 1987, ended the week with a slight loss, while the Dow Jones Industrial Average and Nasdaq Composite finished slightly higher, reported Ben Levisohn of Barron’s. News the U.S. government shutdown would end, albeit temporarily, appeared to be of little interest to investors. Barron’s suggested the markets’ muted response to the government reopening was in balance with its response to the shutdown – there wasn’t much of one. In fact, the S&P 500 has gained 10 percent since the federal government closed. Despite apparent disinterest, the shutdown could negatively affect sentiment, according to Sam Fleming and Brooke Fox of Financial Times… …Last week, stock investors weren’t all that impressed by earnings, either. Earnings indicate how profitable companies were in the previous quarter. At the end of last week, 22 percent of companies in the S&P 500 had reported earnings and, overall, they were 3 percent above estimates, according to John Butters at FactSet. SIGN UP FOR THE FREE ROBERTSON WEALTH MANAGEMENT NEWSLETTER * Name* First Last * Email* Our Next Event FIND ALL OF OUR UPCOMING EVENTS Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Securities America, Inc., a Registered Broker/Dealer. Member FINRA/SIPC. Member Advisory services offered through Robertson Wealth Management. Robertson Wealth Management and Securities America are separate entities This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. CA insurance license. #OM19590 Forms: CRS / ADV Privacy Policy FINRA BrokerCheck