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 or competing agendas. "Your Interest is our Only Interest." Learn more Services* Asset Allocation DesignCustom Tailored Portfolio(s)Individually Managed Account (IMA)Separately Managed Account (SMA)Unified Managed Account (UMA)Risk Mitigation Strategies Including Stop Loss & Option ImplementationCompany Stock Option Planning (ISO, NQ & RSU)Cash Management SolutionsPeriodic Portfolio ReviewsIn-house Portfolio ManagerIndependent, Objective, Conflict-free environment Learn more Investments* Stocks, Bonds, ETFs, UITs, Mutual Funds & Closed-end FundsStructured ProductsInsurance-Based InvestmentsLiquid Alternative InvestmentsLong Short & Market Neutral Funds, Commodities, Hard AssetsDirect Participation ProgramsREITs, BDCs, Oil & Gas, 1031 Exchange, DSTs Learn more *These services are offered by Robert Ventour and his affiliation with Berthel Fisher & Company Financial Services, Inc.