CEO, Rick Frisbie & VP, Ryan Horvath Head to Florida for In-person Training
RobustWealth is on the move again! This week, our CEO and Vice President traveled to the Sunshine State!
RobustWealth CEO, Rick Frisbie, and Vice President, Ryan Horvath, visited current and prospective clients in Miami, Boca Raton, Tampa and Lake Mary this week. Rick and Ryan arranged meetings with prospects we recently met at our Squaw Valley Wealth Management Conference as well as clients who have been a part of our platform since the beginning. The goal of these meetings was to help clients optimize their practice with our platform as well as introduce them to new features we are waiting to release.
Originally invested in by investment advisors, RobustWealth is an automated wealth management platform built for their needs. RobustWealth integrates previously modular features into one seamless suite. Advisors leverage the platform to optimize their practice on their clients’ behalf. The easy-to-use technology is delivered in a completely private labeled environment customized to the advisor’s brand. Risk-&-goal based portfolio solutions can effortlessly be made bespoke for the client. Advisors can also use their own investment models, RW’s, or mutual fund partners. RobustWealth only charges its low fees when automated rebalancing services are turned on. Otherwise, the suite of investment, operational & technology optimizers are provided free of charge. RobustWealth is headquartered in Lambertville, New Jersey, and has offices in Denver and the San Francisco Bay Area.
To learn more about RobustWealth or to schedule in-person training, please contact us at: firstname.lastname@example.org.Please refer to www.robustwealth.com disclosures. Views are only opinions and not guaranteed to be accurate.