Roberts & Associates is an independent, fee only Registered Investment Advisor (RIA), offering Investment Management Services to high net worth individuals and qualified retirement plans. Our offices are located in our own building in downtown Hollywood, Florida where we have been serving a growing local clientele for over 10 years.
Our investment philosophy is conservative, based on simple, easy to understand and time tested strategies. We have over 28 years of experience and are supported by access to some of the highest quality research available. After listening closely to our client's needs, we propose and implement portfolios geared to the specific investment objectives and goals of each individual.
Our investment philosophy is conservative, based on simple, easy to understand and time tested strategies. We have over 28 years of experience and are supported by access to some of the highest quality research available. After listening closely to our client's needs, we propose and implement portfolios geared to the specific investment objectives and goals of each individual.
Services
Our business is driven by three concepts: Integrity, Service and Advice. First, and most highly valued, is our foundation of unimpeachable integrity. Next most important to our clients is an infrastructure and delivery of excellent service. Finally, and only after the first two are satisfied, is the demand for the best possible investment advice.
Roberts and Associates have provided smart financial strategies for families and small businesses throughout Florida for many years. Utilizing state of the art financial technology, combined with experience and knowledge, our team helps our clients achieve their future goals and dreams. As an independent contractor we have access to an ever increasing number of products designed to enhance the wealth management strategies available to you.
We believe that incorporating all areas of your financial life is important to helping you achieve your financial goals. Understanding your needs and intentions are crucial for the financial analysis necessary to develop the right recommendations. We realize that you have a choice of whom you select as your financial advisor.
Roberts & Associates understands that selecting the right financial advisor is an important decision for you and we appreciate you taking the time to get to know our firm. Now, more than ever, it is especially important to find and build a long-term relationship with an advisory group that will put you on your way to achieving your life goals and defend against the things that might undo them.
You are now leaving the P.F. Roberts and Associates website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website. Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name appear(s) on this Web site. P.F. Roberts and Associates is independently owned and operated.
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