Our Philosophy

At Roberts, Glore & Co., we work closely with you to determine an appropriate mix of investments for your portfolio, taking into account your long-term wealth management goals, tax status, and risk tolerance. This approach often calls for a blend of asset classes, which may include equities, fixed income, real estate, commodities, or other alternative assets.

Equity Selection Strategy

We are interested in the stocks of high-quality companies that are still in the growth stage of their operational lifecycle. These companies may be new, dynamic mid-cap names or well-established, larger firms with managers who have found innovative ways to stay on top. We are not “momentum” investors, though. It is generally our preference to buy stocks when they become temporarily out of favor or go overlooked by the investment community – and are therefore trading at what we feel are reasonable prices. This approach is sometimes called “Growth at a Reasonable Price” – or “GARP” – investing.

In general, the companies we look for exhibit most or all of the following:

Steadily increasing revenues
Strong long-term earnings and cash flow growth
High returns on invested capital, with a moderate debt structure versus the industry average
Strong and sustainable competitive advantages
Stock buybacks by corporate insiders and/or at the company level
High insider ownership

Fixed Income Selection Strategy

Our selection of the type of bonds for your portfolio is dependent upon your incremental federal and state tax brackets (if applicable). We tend to buy short- to intermediate-term bonds with an eye to holding them until maturity. Generally, our preference is for the highest quality investment-grade bonds. Where appropriate, we also make use of Treasury Inflation Protected Securities (“TIPS”) or other inflation-indexed bond instruments, which help to mitigate inflation’s impact on the principal value of your bond investments.

Alternative Asset Selection Strategy

Investments in real estate, commodity-related vehicles, or other alternative assets offer your portfolio attractive diversification benefits over the long run. We look for opportunities to invest in asset classes that exhibit low (or negative) correlation to traditional stocks or bonds, and thus have the potential to enhance your portfolio’s risk-return profile. Some of these investments may come in the form of publicly traded or “off-the-shelf” vehicles; others may be private vehicles run by experienced niche managers. In either case, we look for investments with reasonable cost structures and compelling long-term dynamics.

Individualized responses to persons in this state that involve either the effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made absent compliance with state registration requirements.