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Our firm is dedicated to delivering excellent long-term investment performance to our clients. We do this using a clearly defined, consistently applied investment methodology, which is value-oriented and somewhat contrarian. We use a team-oriented approach, conduct our own research, and exercise rigorous discipline in the implementation of this process. We do not engage in any soft dollar arrangements.
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Robinson & Wilkes, Ltd. manages equity and balanced portfolios for families, trusts, pensions and businesses. We invest primarily in high quality domestic, large capitalization companies, U. S. Treasury obligations and high-grade domestic bonds.
Please help yourself to our Web site. If you have any questions, we hope you will call, write, e-mail (link below) or drop by our offices.
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Our clients’ results can be seen on this Web site, or by request, through composite results that are verified by Dabney Investment Consulting Associates, Inc., and calculated and presented in compliance with the highest industry standards as set by the Association for Investment Research and Management (AIMR®).
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Click here for a printable summary of the firm's philosophy, process, and people.
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