Small plan for bigger success
Sustainable Investment Research Firm: Comprehensive research and analysis tailored to the institutional & individual investor.
Our approach
1
2
Investment Challenge Review
Well-researched investment recommendations to meet our clients' specific investment goals.
Data Collection and Preparation
We collect stock market data with stock price feeds - Nasdaq, Yahoo Finance, Bloomberg and Wolfram|Alpha.
Data Analysis
For accurate and valuable insights into stock market analysis, it's essential to have a robust and dependable data collection and preparation process. We adhere to two straightforward procedures: cleaning the data to remove errors and inconsistencies and transforming it into plain language to make it more accessible and understandable to non-experts.
3
4
Limited Partnership (LP) Trading - LPT
Prior to making any long-term investments or trades, we conduct thorough research and testing in phases, implementing the trading strategy. We collect funds through limited partnerships and invest with select investment banks in various asset classes, trading on behalf of our investors. This approach is especially beneficial as general retail traders may not have the fund requirements to invest in certain asset classes. Our partnership with investment banks allows us to identify reliable investment opportunities for our pool of investors.
It is important to understand that hidden risks and lack of knowledge can result in unrealized losses in your investments. However, our research can save you time, money, and energy in the long run, and help you dominate your investment profits. Making the right decisions towards future investments and keeping gains can lead to success as an investor. Additionally, it's important to know that the right investment made at the right time with the right people can generate profits.
How will you benefit?
Investment Insights
Increased Efficiency
Tailored Investment Strategies
Limited Partnership Trading
Direct Investment Opportunities
Reduced Costs
Investment Opportunities in Limited Partnership or Bank Backed Products
We've partnered with major investment banks, such as BlackRock, Vanguard, Goldman Sachs Wealth Management, J.P. Morgan Chase Wealth Management, TD Ameritrade Institutional and Merrill Lynch Wealth Management, to gain access to their investment products and expertise.
Contact us
Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.
Location
1080 E 8th St
Tucson, AZ 85719
Contacts
Hours
Mon-Fri 8 AM - 4:00 PM
Sat-Sun Closed
We provide a comprehensive range of investment services to our clients, focusing on selective areas of investment and education. Our experienced professionals will guide you through the various investment options, helping you to identify the best solutions for your unique situation whether you invest with our partners or us.
© 2023 Robinson Brothers, LLC. All rights reserved.
Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options, futures or cryptocurrencies); therefore, you should not invest or risk money that you cannot afford to lose. Online trading is not suitable for all investors.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.
There is no guarantee that dividends will be paid.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of March 2024 and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.
In the U.S., this material is intended for public distribution.
© 2023 Robinson Brothers, LLC. All Rights Reserved. SWINGPHI (Investment Research) is a trademark of Robinson Brothers, LLC. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Investment carries the inherent risk of potential loss of the principal amount invested.