Money Talks. Let's Change the Conversation.

Who We Are

Robasciotti & Philipson is a values-aligned investment management firm that is majority-owned and operated by women, people of color, and members of the LGBTQ+ community. 

Our commitment to investing with social justice values, led us to create RISE, an innovative investment strategy that combines financial wisdom with the needs, perspectives, and voices of impacted communities to ensure your investment dollars generate both individual and collective good.

Recent Articles

Check out our most recent articles and posts.

Race in Finance – Making Black Lives Matter in Financial Services
Installment 3: Looking Outside of Finance for Answers on Race

By: Rachel J. Robasciotti, Principle, Robasciotti & Philipson This article is part two of a series about race and racism in financial services. The full series can be read here.   Impact investors focused on ...

Race in Finance – Making Black Lives Matter in Financial Services
Installment 2: Do our investment defaults fund systemic racism?

By: Rachel J. Robasciotti, Robasciotti & Philipson and Sonya Dreizler, Consultant  This article is part two of a series about race and racism in financial services. The introductory segment can be read here.     ...

Race in Finance – Making Black Lives Matter in Financial Services
Installment 1: Reckoning With Our History

Written by Renee Morgan, Social Justice Strategist   The United States is reckoning with our long history of racism, and specifically how anti-Blackness still shows up today. The financial services industry has a responsibility to ...