wiseradvisor

Bob Robbins
Robbins Capital Management Inc.

Tel: 423-991-8555
936 Mountain Creek Road, U219
Chattanooga, TN 37405

Seeking Maximum Gains & Raising Cash Often

Robbins Capital Management Inc. | Financial Advisor in Chattanooga ,TN

About Robbins Capital Management Inc.

Robbins Capital Management focuses on investment management of stocks and bonds to maximize wealth gains and minimize inherent risk.

Very Highly-Ranked Returns -- 13.2% net average annually propelling $100,000 invested 29.4 years ago 20-fold to $2,050,000 2/24/21 -- single manager, S&P 500 oriented, long only, no margin, net of all costs, which averaged about 2.0% annually, so gross returns were about 15.0% average annually.

Unheard-Of Cash Raising among long-only investment advisors and mutual funds -- RCM has raised >25% cash equivalents an average of twice annually -- aimed at preserving capital, comforting investors in bear markets, and attracting prospects eager to invest in equities but seeking lower than S&P 500 declines.

Strict Sell Disciplines to reduce declines and reduce taxes -- Cut losses short; Let gains run.

Minimizing Taxes -- over 5-year periods all gains are usually taxed as long-term capital gains.

Productive Strategy -- Ride the coattails of the smartest investors who pay billions of dollars for the best information on stocks. They start powerful uptrends and downtrends, and RCM aims to detect those trends early enough -- especially via chart and strategic analysis.

Broad, Soundly Based System -- stocks are selected based on fundamental, technical (chart), and quantitative analysis. While scanning the spectrum of information, RCM aims to identify and capitalize on the most critical factors. This very broad system should intuitively reduce downside risk and increase reward.

Agility --- Because RCMs assets are small, it can buy and sell stocks without moving the price noticeably.

No Biases, e.g., against foreign stocks -- RCM evenly considers hundreds of foreign stocks which are excluded from consideration by most money managers, as well as excluded from the S&P 500 and the broader Russell indices. Studies over many decades show that investing 25% of portfolios in large-cap foreign stocks increased reward while reducing risk.

Varied Management -- RCM has two main services --1) Regular S&P 500 oriented, aimed at exceeding the S&P 500 Total Return, and 2) Conservative, characterized mainly by less stock market exposure, especially during market declines, and aimed at capturing at least the substantial majority of the S&P 500s Total Return. Both approaches attempt to minimize volatility.

General: RCM has provided stock and bond portfolio management to individuals, limited partnerships, retirement plans, trusts, and a health charity with investment management of stocks, exchange traded funds (ETFs), closed and open end mutual funds, and bonds. RCM does not provide financial planning but does examine risk and suitability of each client. Existing accounts are managed at Morgan Stanley and Wells Fargo, but others may be feasible.


General Information

Firm Start Year:   2004
No.of Employees:   1
Gender:   Male
Insurance License#:   NA
Name of Broker/Dealer:   Morgan Stanley, Wells Fargo
Name of Custodial Firm:   Morgan Stanley, Wells Fargo
States Licensed in:   TN, GA, MS, NC, SC, TX, MN, DC
Number of Years with Current Firm:   17
Work Experience:   Robbins Capital Management 2004-present. Chief Investment Strategist of The Robinson-Humphrey Co 1986-2002 (Shearson Lehman Hutton, Solomon Smith Barney, Citibank, SunTrust) -- rated most useful analyst by 1,000 financial advisors last 5 consecutive years. Best S&P 500 Forecasts Business Week 1996--2000. Special guest of Louis Rukeyser on Wall Street Week 1990 & 1998. Thomson McKinnon, chief investment strategist 1984-1985. Hedge Fund Partnerships 1983-2017. Bankers Trust NYC 1976-1983, while researching all available strategies and tactics of forecasting stocks and the stock market : Industry analyst of energy, commodities, investment brokers, S&P 500, Dow Jones Industrial Average. Citibank NYC 1973-1976 technology analyst & investment strategist.
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, Video Conference, At your home


Firm Information

Firm's Number of Clients:   29
Firm's Number of Planning Clients:   0
Firm's Number of Managed Clients:   29
Assets Managed by Firm:   $19 million
Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   30
Assets Managed by Advisor:   $19,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I don't have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $200,000
Fee % Based on Assets:   0.5 - 1.0%
Additional Details on Charges:   Because my 29 1/2 years' 13.2% net average annual returns ($100,000 invested has become $2,050,000) exceeded the S&P 500's average annual return of 11.5%, I charge Qualified Clients (with >$2 million net worth excluding home but including spouse) a performance fee: 20% of returns net of all fees exceeding the S&P 500's Total Return (including dividends). Historically a low percentage of managers exceed this benchmark, especially over decades. Moreover, Robbins Capital Management has a single manager.
Minimum Fee Charged for Managed Accounts:   $1,500/year


Board Positions

Organization:  Chattanooga Civitan Club  Chattanooga, TN 37401
Position :  Secretary
Duration :  04/01/2017-Currently holding


Education

A.B. is the Latin equivalent for Bachelor of Arts - economics, English  Dartmouth College - Hanover, NH
8/1965-6/1969

Masters of Business Administration - Business  Amos Tuck School at Dartmouth - Hanover, NH
8/1971-6/1973



Disclaimer

My regulatory record: First I underreported minimum regulatory capital due to inadvertent omission of receivables that were valid and collected the next month. However, TN regulators refused to acknowledge compliance and fined my firm $1,000. The second violation was overlooking a question (among dozens) on Form ADV about the consent order (CO) of the prior violation, so my answer remained NO, and should have been changed to YES. However, the same CO was redundantly questioned on Part II of the same Form ADV, where I disclosed it in several sentences and routinely cited this Form ADV in my emails to clients. My firm paid a $1,500 fine. // Past Performance is not necessarily indicative of future results, and there is no guarantee of profit or against loss.

Bob Robbins

Bob Robbins

Chattanooga, TN. Fascinated with the stock market and economy since age 14. Baylor High School. Dartmouth College A.B. (B.A.), First Lieutenant US Army Artillery Forward Observer (FO) and Fire Direction Officer in Vietnam Combat. Longest continuously serving FO in the Americal Division (one-sixth of Vietnam) during entire Vietnam War. M.B.A. Amos Tuck at Dartmouth. 48 years' professional investment experience, including Chief Investment Strategist of SunTrust Robinson-Humphrey and special guest of Louis Rukeyser on Wall Street Week.

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My Services

Portfolio Management

My aim is generally to hold stocks among the best performing 3% of the largest 1,000 stocks. My strategy aims to "ride the coattails" of the smartest investors by identifying both uptrends and downtrends early enough to maximize returns.


Investment Advice & Management

My aim is to generate the best common-stock wealth gains, while raising cash routinely in during S&P 500 declines and historically generating all net long-term (not short-term) taxable gains over any 5-year period.


Wealth Management

My 29.4 year record is +13.2% net average annually growing $100,000 invested to $2,050,000 now. Historically all taxable gains have been long-term capital gains.


My Team

Robert (Bob) Robbins Robert (Bob) Robbins CEO, CIO

Bob Robbins’ Competitive Advantages Among Investment Advisors/Managers -- he has been consistently fascinated with the stock market since he entered high school -- through Dartmouth (BA) and the Amos Tuck School (MBA). His strategic skills were demonstrated as a First Lieutenant in Vietnam combat, where he became the longest continuing serving Forward Observer in the Americal Division (one-sixth Vietnam) during the entire 10-year war. He has extremely broad investment experience -- banks, bro ...more

Office Hours

wiseradvisor-balck-li-img Sun. 1:30 PM - 4:00 PM
wiseradvisor-balck-li-img Mon. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 4:00 PM

Communities Served

flexible Southeast focused
outreach 500 miles from Chattanooga. Have specified the maximum 350 mile range of the WiseAdvisor system.

Compensation Arrangements

Bank Transfer

News & Events

PSN-Zephyr Top Guns 4Q2020
When: 02/18/2021
Details:PSN-Zephyr's "Top Guns" ranked Robbins Capital Management's (RCM) CONSERVATIVE product 1st of 265 large-cap stock competitors during 2020, and 1st of 684 large, mid, and small-cap competitors during 2020. RCM's REGULAR product was ranked 2ed of 265 large-cap competitors during 2020, 2ed of 684 amid large, mid, and small-cap competitors during 2020, and 4th of 684 competitors during 2018-2020 amid large-cap competitors. Note: all products are "core" or "blend" = a mix growth and value stocks. Source: www.informais.com PSN-Zephyr was formerly Informa Investment Solutions. Robbins Capital Management's business and full 29+ year track record is detailed on www.informais.com. ...more