Robinswood Financial is an SEC-registered investment advisor located in Kirkland, Washington.
This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation over the Internet.
Robinswood Financial and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which Robinswood Financial maintains clients. Read Robinswood’s form ADV “here”, Part 2A here, ADV Part 2B here, and the firm’s Client Relationship Summary here. Robinswood Financial may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to Robinswood Financial’s diversified services. Any subsequent, direct communication by Robinswood Financial with a prospective client shall be conducted by a representative who is either registered in, or qualifies for an exemption or exclusion from registration in, the state where the prospective client resides. For information pertaining to the registration status of Robinswood Financial, please contact the SEC or the state securities law administrators for those states in which Robinswood Financial maintains a notice filing. Robinswood Financial’s current written disclosure statement discussing Robinswood Financial’s business operations, services, and fees is available from Robinswood Financial upon written request. Robinswood Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party linked to this website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Robinswood Financial), or product made reference to directly or indirectly by Robinswood Financial in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of this website (that is, newsletters, articles, commentaries, and so on) might contain a discussion of, and/or provide access to, Robinswood Financial’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Robinswood Financial, or from any other investment, tax, or financial professional. Robinswood Financial is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal or accounting advice. Robinswood Financial recommends that clients and prospective clients consult their tax professionals before enacting any strategy or recommendation perceived to have been made in this website.