Our Heritage
Fifty Years, One Premise
A family office is one institution accountable for the whole of a family’s financial life: the personal assets, the family entities, the operating business and the transitions between them. That was an unusual idea in 1976. It is still the premise this firm runs on.
1976 — 2016
One of America’s First Family Offices
W. Michael Robertson founded the firm in 1976. He had already built one of the first family office operations in the country inside Bache Halsey Stuart Shields, then the second-largest investment bank in America, and he built this firm to do that work independently.
Mike and his team held and managed the whole of a family’s balance sheet at once: physical commodities, private holdings, energy infrastructure and the public portfolio, in one place, answerable to one set of people.
1976
Firm founded by W. Michael Robertson
2016
Chase Robertson and Sonia Joao assume leadership
2025
In-house investment banking practice established
2026
Fifty-year anniversary | $534M in assets under managementAUM as of 12/31/2025
2016 — Today
Same Foundation, Wider Reach
Mike Robertson passed away in 2016, the fortieth year of the firm he founded. His son Chase and Sonia Joao assumed leadership at the end of that year and have run the firm on the same premise since. The families who were clients then are clients now.
What has changed is scope. Our in-house investment banking practice now advises founders and families on sales, recapitalizations and capital raises, and a network of private capital managers gives clients access that individual investors rarely reach on their own.
Assets under management have grown organically from $123M to $534M as of 12/31/2025, through existing families and the people they introduce us to.
Our Approach
The Family Office Standard for Every Client
Robertson clients are served the way a family office serves a family: the firm’s own capital alongside yours, structures tailored to each family and service that takes the administration off your desk.
Alignment
“We invest substantial firm capital alongside our clients in every asset class. We have since 1976.”
Mike Robertson | Founder, 1976–2016
Our fee is a percentage of assets: we are paid on the size of the account, not on the products inside it. The firm’s own capital sits in the positions we recommend, and any client can ask what the firm holds in the same strategy.
Flexibility
Structures Tailored to Each Client
We do not run model portfolios. We build each allocation around everything a client owns, including the parts that never sit in an account.
The Whole Balance Sheet
Taxable brokerage, retirement accounts, family entities, trusts, real estate and personally held operating businesses, assessed as a single portfolio rather than a collection of unrelated accounts.
One Firm, Both Practices
The partners who advise on an operating business are the partners who manage the proceeds afterwards. Nothing is referred out, and nothing is handed between firms at the moment it matters most.
In-House Management, Across Asset Classes
We allocate across public and private equities, corporate and municipal bonds, commercial real estate, private credit, natural resources and alternatives, allocated by the same team that sees the rest of the balance sheet.
Service
What We Take Off Your Desk
Every client receives consolidated reporting, centralized administration and senior partners reachable without waiting for a scheduled review.
That standard does not step down for smaller relationships, and it does not depend on whether a family has an office of its own.
Our Team
Meet Our Team
Institutional experience, applied directly. Our team comes from major banks, asset managers and regulators and now works with founders and families without the layers in between.
Chase M. Robertson
Managing Partner
- Global Head, Private Equity – Industry Capital
- Senior Officer – IBERIABank (NYSE: IBKC)
- MBA Candidate – University of Southern California, Marshall School of Business
- BBA, Management – Texas Tech University, Rawls College of Business
Sonia Joao
Managing Partner
- Managing Director – Barrington Financial Services
- Executive Vice President – American Express Financial Advisors
- Stephen F. Austin State University
John H. Nghiem
Managing Director, Investment Banking
- Partner – Convergence Ventures
- Principal, Private Equity – Industry Capital
- Associate Director, Investment Banking – WestLB
- Vice President, Investment Banking – Sanders Morris
- Investment Banking Analyst – Credit Suisse
- ALM Candidate, Finance – Harvard University
- MBA, Finance – University of St. Thomas, Cameron School of Business
- MSc, Clinical Translation Management – University of St. Thomas
- BA, Political Science – University of Chicago
Charles Sizemore, CFA
Managing Director, Asset Management
- Founder & Chief Investment Officer – Sizemore Capital Management
- MS, Accounting & Finance – London School of Economics
- BBA, Finance – Texas Christian University, Neeley School of Business
Fred McKlenburg, Sr.
Managing Director, Asset Management
- Chief Investment Officer – Aegis Asset Management
- Financial Advisor – E.F. Hutton, Merrill Lynch
- Branch Manager – Prudential Bache & Co.
- Manager – Aegis Large Cap Growth Mutual Fund
- MS – University of Nebraska
- BS – University of North Texas
DT
Dawn M. Trammell
Managing Director, Financial Advisor
- Financial Advisor – Principal Financial Securities
- Financial Advisor – Prudential-Bache Securities
- Financial Advisor – Thomson McKinnon Securities
- BA – Abilene Christian University
RK
Robert W. Kasten
Managing Director, Financial Advisor
- Financial Advisor – Voya Financial Advisors
- Financial Advisor – MetLife Securities
- Financial Advisor – First Jersey Securities
- BBA, Management – Monmouth University
Jaie Locke
Managing Director, Financial Advisor
- Co-Founder, Financial Advisor – Quantum Financial Strategies
- Financial Advisor – The Fitzpatrick Group
- Vice President, Annuity Sales – Simplicity Group
- Regional Vice President – Ash Brokerage
- Regional Vice President, Sales – Prudential Financial
- BS – Keene State College
Darby Douglas
Managing Director, Financial Advisor
- Financial Advisor – Edward Jones
- Morning Show Traffic Anchor – KHOU-TV
- University of Houston
Rhonda Shuman
Managing Director, Operations
- Head of Operations – Robertson Wealth Management
- Head of Operations – Robertson Family Office
- Head of Operations – Robertson Global Credit
- Head of Operations – Robertson & Associates
- Operations – D.E. Frey
Robert Moreiro
Chief Compliance Officer
- Partner – Practus, LLP
- Advisory Manager, AML Practice Group – Deloitte
- Senior Counsel, Enforcement Department – FINRA
- LLM, Securities & Financial Regulation – Georgetown University Law Center
- JD – University of Miami School of Law
- MPA, Accounting – University of Miami, Miami Herbert Business School
- MBA, Finance & Management – University of Miami, Miami Herbert Business School
- BSBA – University of Florida
Bob Yrshus
Managing Director, Business Development
- Executive Chairman – VitalPoint Technologies
- Registered Investment Adviser – Network 1 Financial Advisors
- BS, Finance & Accounting – Drexel University
Holt Johnson
Investment Banking Associate
- Venture Capital Analyst – Convergence Ventures
- Business Development Representative – Luminare
- Private Equity Summer Analyst – Sentinel Capital
- BBA, Entrepreneurship & Corporate Innovation – Baylor University, Hankamer School of Business
Olivia Eixman
Wealth Management Associate
- Summer Associate – Robertson Investment Management
- BBA – Texas State University, McCoy College of Business
Yasmin Elizondo
Wealth Management Associate
- Summer Associate – Robertson Investment Management
- MBA – University of St. Thomas, Cameron School of Business
- BBA, Finance – University of St. Thomas, Cameron School of Business
Thomas Richards
Operating Partner, Private Equity
- Director, Private Equity – Industry Capital
- Associate, Private Equity – Industry Capital
- Senior Analyst – Endeavor Energy Holdings
- Senior Associate – Marshall & Stevens
- BS, Finance & Accounting – University of South Florida
Tom Guidish
Operating Partner, Natural Resources
- President – Midstar Energy Corporation
- President & CEO – Global Oil & Gas Resources, Inc.
- Vice President, Operations – Rift Energy Corporation
- Chief Operating Officer – Geodata Consulting
- MBA – University of St. Thomas, Cameron School of Business
- BS, Mathematics – University of Pittsburgh
Contact
One Firm for Your Full Financial Picture
Whether you are planning for your family, growing your wealth or preparing to sell a business, it starts with a conversation.