RobustWealth Texas Road Show
RobustWealth is on the move! Join us in San Antonio and Austin, Texas to learn how Robo Technology can help your advisory practice. RobustWealth Founder Mike Kerins, CFA, FRM, along with CEO Rick Frisbie, and Regional Sales Director Jessica Wilson will be visiting these cities on April 3rd, 4th & 5th to meet and share their outlook on the evolving landscape of advisory technology. Our team will host a discussion on optimizing an advisor’s practice via our complete wealth management suite. Whether its investments, operations &/or technology, discover the solution from one source: RobustWealth!
RobustWealth provides our Advisor partners with private label, institutional-quality robo-investment solutions. Our platform elegantly integrates a previously unwieldy array of services: behavioral glide-path algorithms, tax-loss harvesting and volatility mitigation overlays. RobustWealth is a low-cost provider at 20 bps; leaving greater economics for the Advisor. This fee includes value-added offerings such as client billing for all of their assets. Our independent model means we do not compete with the Advisor, unlike B2C Robos or discount brokerage platforms.
If you or your firm is interested in the RobustWealth platform and would like to schedule an office visit, please email firstname.lastname@example.org.Please refer to www.robustwealth.com disclosures. Views are only opinions and not guaranteed to be accurate.