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Wealth & Investment Management

Client Centered

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone and foundation of our success. At Timothy Roberts & Associates, LLC there are no sales quotas, competing agendas, or conflicts of interests.

"Your Interest is our Only Interest."

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Services*

  • Asset Allocation Design
  • Custom Tailored Portfolio(s)
    • Individually Managed Account (IMA)
    • Separately Managed Account (SMA)
    • Unified Managed Account (UMA)
  • Risk Mitigation Strategies Including Stop Loss & Option Implementation
  • Company Stock Option Planning (ISO, NQ & RSU)
  • Cash Management Solutions
  • Periodic Portfolio Reviews
  • In-house Portfolio Manager
  • Independent, Objective, Conflict-free environment

Investments*

  • Stocks, Bonds, ETFs, UITs, Mutual Funds & Closed-end Funds
  • Structured Products
  • Insurance-Based Investments
  • Liquid Alternative Investments
  • Long Short & Market Neutral Funds, Commodities, Hard Assets
  • Direct Participation Programs

  • REITs, BDCs, Oil & Gas, 1031 Exchange, DSTs
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*These services are offered by Robert Ventour and his affiliation with HD Vest