Robertson
INVESTMENT MANAGEMENT
Client-Focused, Results-Driven,Success-Aligned Global Family Office& Capital Markets
Robertson
INVESTMENT MANAGEMENT
Client-Focused, Results-Driven,Success-Aligned Global Family Office& Capital Markets
A Business Founded on a Simple And Powerful Model
“We invest substantial capital alongside our clients in every asset class. We have since 1976.”
– W. Michael Robertson, Robertson Investment Management Founder & CIO, 1976 – 2016
Family Office
Management
Preserve, structure, and transfer wealth across generations with confidence. Robertson provides single- and multi-family office solutions including governance, succession planning, rising generation education, and legacy design. Our discreet, tailored approach safeguards your family’s assets while strengthening continuity for the future.
Financial
Advisory
Navigate complex transactions with independent, conflict-free advice. From private equity and M&A to valuation opinions and debt structuring, Robertson delivers strategic guidance that helps families, founders, and executives secure the right capital at the right time. Our expertise bridges financial markets with long-term goals.
Investment
Management
Build portfolios that do more than preserve wealth—they advance your family’s broader ambitions. Robertson applies disciplined investment strategies across asset classes, balancing risk and opportunity to achieve sustainable growth. Every portfolio is aligned with your life goals, not just market cycles.
Bespoke Solutions
Tailored Strategies For Our Clientele
Since 1976, Robertson Investment Management has provided discreet, customized investment management and family office solutions to clients across the globe. We partner with families, entrepreneurs, and institutions to preserve, grow, and transfer wealth across generations.
Our expertise spans all major asset classes—from public equity and fixed income to private equity, venture capital, real estate, alternatives, and natural resources. With deep experience in valuation, succession planning, and complex transactions, Robertson delivers more than performance: we deliver continuity, clarity, and confidence for the future.
plan for secure future
Robertson
Wealth Management
Robertson Investment Management, LLC. is a registered investment adviser with the Securities and Exchange Commission (“SEC”).
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Investments and/or investment strategies involve risk including the possible loss of principal.
There is no assurance that any investment strategy will achieve its objectives. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.
Robertson Investment Management, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.
A copy of the firm’s Disclosure Brochure (“Form ADV Part 2A”) and Client Relationship Summary (“Form CRS”) discussing its business operations, services, and fees are available on the SEC’s website at www.adviserinfo.sec.gov.
© 2025 Robertson Investment Management. All rights reserved.