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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.

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Our Core Values

Connection

Connection

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.

Social Consciousness

Social Consciousness

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.

Scientific Methodology

Scientific Methodology

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.

Authenticity

Authenticity

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 – Social Justice Investing

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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In this heartbreaking moment, we are seeing the COVID-19 crisis amplifying many of the wealth and health disparities that we know exist within our communities. Across the country, Black, Indigenous and Latino populations are contracting…

The health, social and financial effects of the coronavirus have been devastating to individuals and communities, particularly Black and brown communities, around the globe. We’ve seen hundreds of thousands of deaths, closed…

As sustainable and impact investing become more commonplace, more investors are seeking investments that reflect their personal values, and products and services are coming to market to meet that demand. Those products and services have…

Client Portal

For our current clients, please click below to access your secure client portal. Use it to access important account information, view performance and holding information, or securely upload documents.

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Questions? We have answers!

Find them on our Frequently Asked Questions page or contact us directly.