services
-

Just about any financial advisor can invest your assets in index funds and generate financial statements. You can even do that yourself.

At Robinson Capital Management, we serve our clients with a full spectrum of consultative services, from the preservation of your principal to tax, estate and retirement planning. This can involve discussions about wills, stock option analysis, real estate and charitable giving.

We’ll help demystify the complexities of finance, and partner with you to develop the financial strategies that serve you best. And when changes in your plans or the financial landscape do occur, we’ll discuss how to mitigate the downsides and take advantage of emerging opportunities. We’ll even remind you to make your estimated tax payments.

Robinson Capital Management custodies client assets at Charles Schwab. We use many different financial products to provide steady, long-term performance for our clients. Robinson Capital Management uses Portfolio Center to run customized reports that lets clients see how each segment of their investments are performing over time.

Asset Management
 

Retirement Planning
(on hourly basis)

Estate Planning
($10M + per couple)

Real Estate
 

Stock Option Analysis
 

Rental Property Investment Return Analysis

Tax Planning
 

Trust and Charitable Giving

about rcm
-

Robinson Capital Management was founded in 2007 – just six months before the first hints appeared of a looming financial downturn.

It may not have been the easiest time to start a financial company. But in retrospect, we know that the crisis allowed us to quickly demonstrate the value we bring to each of our client partners. We rebalanced capital holdings to mitigate our clients’ exposure and risk. We identified “safe harbors” to help protect assets. And when conditions began to improve, we made sure our clients were well positioned to benefit from a recovery.
 

DERRICK ROBINSON

Derrick is the founder and owner of Robinson Capital Management. A Certified Financial Planner, he has over 25 years of successful investment management experience and a comprehensive background in trusts, family-held businesses, real estate, oil and gas, coal properties and credit.

“Our management approach is fairly conservative. We don’t try to time the market or chase IPO rainbows. I know that the pain of losing money can easily exceed the joy of making it.”

O KNOW EACH OTHER

JEFF ROBINSON

Jeff Robinson has 15 years of experience working in Wealth Management and Financial Planning. He manages clients’ accounts and provides comprehensive financial planning services. Jeff is dedicated to responding quickly to client requests.

“We understand that choosing a financial planner requires a lot of trust. Many of our clients have come to us through the recommendations of others. We don’t take this for granted, and we work every day to earn the faith that you place in us.”