Roble, Belko & Company, Inc.
Roble, Belko & Company, Inc. is an independent investment advisory firm headquartered in Sewickley, Pennsylvania, founded in 2000. The firm provides holistic wealth and risk management services primarily for high-net-worth individuals, families, and select small institutions. They emphasize a personalized, relationship-driven approach with a team of experienced professionals, focusing on asset allocation, portfolio management, retirement, and philanthropic planning. Roble Belko typically serves clients with a minimum of $3 million in investable assets. The firm operates with a single office and offers clients access to proprietary systems and deep advisory expertise.
Investment Strategy
Roble, Belko & Company delivers comprehensive wealth management with a disciplined process centered on strategic asset allocation, portfolio diversification, and risk control. Investment decisions are made using a blend of quantitative and qualitative analyses, emphasizing risk management through proprietary systems. Portfolios are broadly diversified unless specified otherwise, with core holdings in high-quality, large-cap U.S. equities as well as selected positions in small-cap and international equities, and a mix of fixed income securities. Tax-efficient strategies are incorporated for taxable clients, and non-traditional strategies—such as options and margin transactions—may be selectively employed based on a client's risk tolerance and objectives. The firm’s approach is holistic, integrating retirement and philanthropic planning, and maintaining regular portfolio reviews to ensure adherence to client goals and optimal response to changing market conditions.
Top Holdings
Equity Positions (406)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 17.53% | $120.5M | 396,426 | $158.35 | $303.93 | +$14.5M |
V VXUS | VANGUARD STAR FDS | 7.40% | $50.9M | 736,497 | $55.12 | $69.09 | +$4.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.86% | $40.3M | 706,305 | $43.25 | $57.01 | +$6.8M |
B BND | VANGUARD BD INDEX FDS | 4.95% | $34.0M | 461,930 | $72.76 | $73.63 | -$4.4M |
V VEU | VANGUARD INTL EQUITY INDEX | 4.13% | $28.4M | 422,097 | $51.12 | $67.22 | +$3.0M |