Who We Are
Robasciotti & Philipson is an investment management firm that is majority owned and operated by women, people of color, and members of the LGBTQ+ community. We build bridges that bring the investment industry into deep alignment with social justice movements. Experts at translating deep listening into financial strategies, we structure money to generate individual and collective good.
Our Core Values
Our work is built on strong and trusting relationships. We take time to learn about our clients and want our relationships to be as strong as the portfolios we build for you.
Our commitment to social justice is alive in all that we do - from the way we invest to the people we hire. We are dedicated to the advancement of women, people of color, and the LGBTQ community.
We use evidence-based strategies that help achieve our clients’ goals and manage risk. We provide our clients with simple, clear answers and take a thoughtful, scientific, and transparent approach to wealth management.
We bring our whole selves to work and align our actions with our beliefs. Our clients benefit from partnering with real people who bring both skill and empathy to financial decision making.
What We Do
We manage investments for people who want to leverage the power of money to make change. Have $50,000 or more to invest?
RISE (Return on Investment & Social Equity) uses the industry’s first community-developed investing criteria. RISE seeks to balance financial and social returns while centering the voices of those most impacted by systems of oppression when defining impact.
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Last week I was invited to speak at a conference for CEOs and executives in the financial services industry. At the conference, Ken Fisher, founder of the second-largest firm in our industry and manager of…
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