Roberts, Glore & Co.

Roberts, Glore & Co. is an SEC-registered investment adviser founded in 1984, offering fee-only investment advisory services through discretionary or non-discretionary relationships. The firm evaluates and manages clients' investment assets based on their long-term goals and risk tolerance, allocating investments across various asset classes. They primarily advise on publicly traded securities, including stocks, bonds, mutual funds, and ETFs. Roberts, Glore & Co. also provides tailored advisory services, accommodating client restrictions on investments. For compensation, fees are based on a percentage of assets under management, with negotiation possible based on asset mix and portfolio size. The firm charges fees quarterly in arrears and offers financial planning advice with negotiable fees. Clients may incur additional charges from third parties. Roberts, Glore & Co. does not charge performance-based fees and serves individuals, high-net-worth individuals, trusts, and organizations with a minimum account size of $500,000. The firm's investment strategy involves constructing customized portfolios aligned with clients' goals and risk tolerance, focusing on fundamental analysis for stock investments and balancing safety and income for fixed income investments. Roberts, Glore & Co. does not participate in principal transactions and maintains a Code of Ethics emphasizing client interests. Clients have the option to direct brokerage practices, and the firm conducts regular account reviews. The firm does not take physical custody of client funds and refrains from proxy voting unless requested in exceptional cases. Roberts, Glore & Co. has no known financial conditions impairing its ability to meet commitments.