our approach

“First, do no harm.”

Your doctor has taken that oath; what about your investment manager?

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. How can we do this?

We believe understanding overall market direction is the single most important factor that determines success in the market. Being right means that gains are easy; being wrong means that losses are probable. Our unique strategy for monitoring market direction, based on the insight of Harry S. Dent, provides critical information about demographic shifts that recognize economic swings.

As the Baby Boom generation retires, there will be declines in consumer spending and slower economic growth. In our opinion, this presents an especially risky investment environment for today’s investors. A good doctor should recognize the emerging signs of illness, and your investment advisor should recognize when the market is becoming too risky. Dedicated professionals using the best current technology are essential in both cases.

Losses harm your financial health, but they may also harm your confidence and impair your judgment. Often, investors ride out the bad times only to find that they miss the eventual good market because they are emotionally unable to recognize the opportunity. 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.