Robinswood Financial

Robinswood Financial LLC is a registered investment adviser based in Kirkland, Washington, established in February 2007. The firm offers fee-only investment management services tailored to clients' individual financial objectives and risk tolerance. Clients have the flexibility to place reasonable restrictions on their investments, with portfolios managed using institutional index and asset-class mutual funds. Robinswood primarily utilizes U.S. and international equity funds and fixed-income funds to achieve proper diversification. The firm's investment strategy focuses on superior portfolio construction, diversification, low costs, disciplined rebalancing, and protection of principal. Robinswood manages approximately $366,580,000 in client assets on a discretionary basis, with fees based on a percentage of assets under management. The annual management fee is 0.75% on the first $1 million, decreasing for higher asset values. The minimum managed household account is $250,000, with negotiable requirements. The firm does not accept performance-based fees or engage in side-by-side management. Clients are typically long-term focused individuals entrusting their portfolios to professionals, with a minimum account requirement of $250,000. Robinswood emphasizes a globally diversified investment strategy designed for long-term growth, with a focus on maximizing returns while minimizing risks tailored to individual client needs and risk tolerance.