services
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Just about any financial advisor can invest your assets in index funds and generate financial statements. You can even do that yourself.

At Robinson Capital Management, we serve our clients with a full spectrum of consultative services, from the preservation of your principal to tax, estate and retirement planning. This can involve discussions about wills, stock option analysis, real estate and charitable giving.

We’ll help demystify the complexities of finance, and partner with you to develop the financial strategies that serve you best. And when changes in your plans or the financial landscape do occur, we’ll discuss how to mitigate the downsides and take advantage of emerging opportunities. We’ll even remind you to make your estimated tax payments.

Robinson Capital Management custodies client assets at Charles Schwab. We use many different financial products to provide steady, long-term performance for our clients. Robinson Capital Management uses Portfolio Center to run customized reports that lets clients see how each segment of their investments are performing over time.

Asset Management
 

Retirement Planning
(on hourly basis)

Estate Planning
($10M + per couple)

Real Estate
 

Stock Option Analysis
 

Rental Property Investment Return Analysis

Tax Planning
 

Trust and Charitable Giving