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Robshaw & Julian Associates, Inc.
Williamsville, NY

Stephen Robshaw

MBA
Trusted Investment Advice Since 1979
Score:
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Meet Stephen

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Introduction - Stephen Robshaw
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Working with Us - Stephen Robshaw
Video Transcripts

Steve is President and Founder of Robshaw & Julian Associates, Inc. which was established in 1979. Steve and his partners are SEC-registered investment advisers. They personally work with each client to ensure their investment portfolios are structured appropriately to meet their financial goals. Robshaw & Julian Associates is a macroeconomic, sector-focused, stock specific, research-based firm that charges a flat fee to its clients – no commissions. The team meets on…

Steve is President and Founder of Robshaw & Julian Associates, Inc. which was established in 1979. Steve and his partners are SEC-registered investment advisers. They personally work with each client to ensure their investment portfolios are structured appropriately to meet their financial goals. Robshaw & Julian Associates is a macroeconomic, sector-focused, stock specific, research-based firm that charges a flat fee to its clients – no commissions. The team meets on a regular basis to review portfolios and determine which high-quality companies should go into each account.

After 47 years in the investment business, Steve has seen many different market environments. He knows that his clients need to be reassured and confident in his patience and knowledge and that a diversified equity portfolio, largely comprised of dividend paying companies, is the best way to consistently build wealth. Steve believes that personal communication with each client is essential and ascribes to the values of competency, honesty, and personability.

Robshaw & Julian Associates is a regular contributor to the Buffalo News and has been featured in Buffalo Business First as one of the top 25 financial firms in the region. Steve is an adviser to the University of Buffalo endowment committee and has counseled several of the local religious financial committees. Steve is also a member of the Chartered Financial Analyst Institute.

Steve is a graduate of the College of the Holy Cross and holds an MBA in Business from the University of Buffalo. He began his career as a securities analyst with H.C. Wainwright and subsequently served as the Vice President in charge of the investment division of M&T Bank.

Please contact us at 716-633-6555 for more information.


Services offered

Investment Management

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

Bachelors
MBA
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