About Us
Precision. Integrity. Partnership.
Since 1994, Robertson Investment Management has served as a trusted steward of capital for families, foundations, and global institutions. We offer both discretionary and non-discretionary investment management services—each tailored with precision, guided by principle, and aligned with our clients’ long-term ambitions.
Across public and private markets, our deep expertise spans all major asset classes:
- Public Equities
- Fixed Income
- Private Equity & Venture Capital
- Real Estate & Natural Resources
- Alternative Investments
- Distressed & Non-Performing Credit
With a client-first mindset and a performance-driven culture, we craft investment strategies that reflect both opportunity and intentionality—building wealth that endures across generations.
First, Do No Harm.
Then, Build With Precision.
At Robertson Investment Management, capital preservation is not just a priority—it’s a principle. Like a trusted physician, we believe the first duty of any financial steward is to avoid preventable harm. Before we seek growth, we safeguard your ability to pursue it.
Our strategy begins with a clear sense of market direction—what we believe is the most critical determinant of portfolio success. When direction is right, gains can follow. When it’s wrong, risks compound. That’s why we employ a forward-looking framework informed by:
- Demographic trends
- Long-term economic cycles
- Evolving consumer behavior—particularly as aging cohorts like the Baby Boomers reshape demand
In uncertain environments, discipline matters more than prediction. We believe this is a time for vigilance—not guesswork. Just as a physician monitors early warning signs, we track key economic indicators, market sentiment, and global macro trends—backed by decades of research and next-generation analytics.
Losses don’t just reduce capital—they undermine confidence.
We help clients stay grounded with steady, principle-based guidance across every market cycle.
When conditions shift and opportunity emerges, we’re already positioned—strategically, structurally, and psychologically—to act with confidence.
For more than 30 years, we’ve refined our approach through conviction, not fashion. We believe your financial well-being deserves the same rigor, care, and foresight as your physical health—and we act accordingly.
Satisfaction
Track Record
Have Completed
Let’s Collaborate!
From an early stage start-up’s growth strategies to helping existing businesses, we have done it all! The results speak for themselves. Our services work.