our heritage
1970s
W. Michael Robertson starts his careers in Investment management setting up one of the first Single Family Offices within Bache Halsey Stuart Shields Incorporated. He initially combines physical commodities trading (Silver), Private Equity and Energy infrastructure.
1980s
W. Michael Robertson trades silver futures contracts for Nelson Bunker Hunt. The investment thesis leads to Silver Thursday.
1990s
In 1994, Robertson Wealth Management is founded.
2000s
W. Michael Robertson is ranked number #3 for assets under management by Registered Rep. magazine. Robertson Wealth Management adds Distressed Credit and an Opportunistic Credit Fund focused on gaming and Energy. (Private Placement for Accredited Investors) In 2009, Robertson Wealth Management launches Straight Talk Money, our nationally syndicated morning talk show.
2010s
Robertson Wealth Management is Ranked Top 400 by The Financial Times in 2015 & 2016.
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