WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Chattanooga, Tennessee. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Chattanooga, Tennessee|
|Financial Advisor||Office Location||Phone Number|
Robbins Capital Management Inc.
936 Mountain Creek Road, U219,
Chattanooga, TN 37405
Series 63, 65
936 Mountain Creek Road, U219,
TN 37405 Phone Number 423-991-8555
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.
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.
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
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