Roberts Glore & Co. Inc. /il/
Roberts, Glore & Co. is a registered investment adviser and wealth manager based in Deerfield, Illinois. Founded in 1984, the firm specializes in providing investment management, financial planning, and portfolio management services to high-net-worth individuals and families, endowment funds, pension and profit-sharing plans, and small- and mid-sized businesses. The company is noted for its personalized approach to portfolio construction and long-term client relationships. The firm has approximately 4-7 employees and manages assets for a diversified clientele including retail investors and institutional clients.
Investment Strategy
Roberts, Glore & Co. designs and implements customized investment management strategies tailored to each client's objectives, taking a hands-on and personalized approach to portfolio construction. Their investment strategy focuses on long-term value creation, steady navigation through varying market conditions, and managing portfolios for both individuals and institutions. They provide both discretionary and non-discretionary financial advisory, emphasizing asset allocation and risk management while maintaining close client communication throughout the investment process.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.46% | $25.6M | 52,602 | $183.73 | $485.77 | -$3.4M |
M MSFT | MICROSOFT CORP | 5.80% | $19.9M | 39,907 | $88.58 | $497.41 | +$4.3M |
A AAPL | APPLE INC | 4.12% | $14.1M | 68,699 | $36.04 | $205.17 | -$956.1K |
V VTIP | VANGUARD MALVERN FDS | 3.33% | $11.4M | 226,793 | $47.84 | $50.27 | +$841.7K |
G GOOG | ALPHABET INC | 2.86% | $9.8M | 55,109 | $48.84 | $177.39 | +$1.1M |