Robinson Financial March 2011 News

We keep doing our best at RFA to improve our offering and services for our clients. This January we introduced a new account statement format, which we believe offers more information in a condensed format with more visual appeal. The initial feedback was positive but we would love to hear from more of you.  

In March we refreshed the look and content of our website (www.robinsonfinancial.com). The new website has a cleaner, simpler look by conscious design, as we felt much of the third party derived content added more clutter than true value. Less is sometimes more. Going forward, the website will increasingly become a place to go to locate both timely RFA information and past newsletters along with other historical publications.

The last initiative worthy of mention is that we are close to rolling out a renewed emphasis on the use of Separately Managed Accounts (SMAs) for clients with larger accounts. SMAs are accounts investing in individual securities (stocks or bonds) selected by third party managers who have been chosen by RFA based on their track records and reputations as being among the best in the business. We have used SMAs in the past but have grown more excited about putting more emphasis on them as we see some of the possibilities now available on both the equity and fixed income side. We believe that they will make sense for many clients. More on SMAs later.