About Wealth Management Advisor Robert Hunter
I’ve been responsibly managing investment accounts for over 20 years. Although I’m based in Marin County my clients are from all over the San Francisco Bay Area, California, the rest of the U.S. and abroad. My clients are individuals, family trusts, businesses, business retirement plans, non-profits and foundations.
I became a fee-based investment advisor several years ago after many years as a stock broker with Wall Street’s largest firms. I came to believe that the conflict of interest inherent in commission-based investment advice, layers of high fees, and research designed to win investment banking business, dramatically reduced investment returns for investors, and this has finally been proven by research.*
I believe that every client, big and small, should be given honest, independent, studied investment advice, that fees should be based on assets under management, not on transactions, and that individual clients, big and small, should pay no more than large institutions for their investment advice and management.
*"Assessing the Costs and Benefits of Brokers in the Mutual Fund Industry" is written by Daniel Bergstresser of Harvard Business School, John Chalmers of the University of Oregon, and Peter Tufano of Harvard Business School.My Educational Background:
Bachelor of Science Business Administration - Dominican University
Certified Portfolio Management Program – The Investment Institute
As a way to introduce you to the quality of service I provide, I am offering an in-depth analysis of your complete stock portfolio. This is not a computer-generated report. It is a detailed analysis of each holding in your portfolio with recommended actions. If you would like to learn more, please click below:
Learn about the STOCK PORTFOLIO ANALYSIS
