- Tax Services
- Investment ManagementRoble Belko & Company will provide a copy of its Form ADV, Part II prior to or contemporaneous with a client entering into an investment management agreement. Form ADV, Part II provides important disclosures regarding the firm’s service, fees, conflicts and other information. Roble Belko & Company charges different advisory fees to clients based on a number of factors, but primarily based on the size of the client’s account. Such fees, and any other expenses incurred relative to the client’s advisory account, reduce return on the client’s account. Roble Belko & Company’s basic fee schedule is available upon request.
- Mutual FundsRoger received his M.B.A. degree from Carnegie Mellon University in 1986, following undergraduate studies at CMU that earned him Academic All-American Football honors in 1985. He began his career with CS First Boston in New York, subsequently working in Institutional Fixed Income Sales in CS First Boston’s Philadelphia and Chicago offices. Roger then spent 5 years in A.G. Edwards’ Chicago office, focusing primarily on the tax exempt bond market. During his 14 years of institutional coverage, Roger traded various fixed income securities to mutual funds, bank trusts, insurance companies, corporations, and investment advisers.
- Wealth ManagementRoble Belko & Company serves as a financial advisor to a select group of entrepreneurs, business owners and executives who, with limited exceptions, have a minimum of $3 million in investable assets. Our clients are typically, but not always, first generation wealth creators who desire a diversified and disciplined investment approach seeking superior results over the long run. By working with a controlled number of clients, we are able to provide a holistic service offering which emphasizes an integrated wealth management approach for the whole family.
- Financial PlanningRyan’s primary responsibilities include multi-generational financial planning and relationship management. He graduated from Edinboro University with a BBA in Financial Services and a minor in Economics. He also earned his MBA in Finance from Waynesburg University and his CERTIFIED FINANCIAL PLANNER™ designation. Ryan began his career at PNC Bank in Pittsburgh, working as a Licensed Financial Sales Consultant. His role included sales and service for all investment and bank related products. He then transitioned into the Private Client Group as a Relationship Manager, where he was responsible for providing dedicated services to high net worth clients.
- Retirement Planning
- Asset ManagementRoble, Belko & Company also works with small institutions that otherwise cannot get the attention of the larger service providers. These mandates span from traditional asset allocation strategies to more sophisticated asset/liability management and cash matching strategies. Again, by working with a select number of mandates, we can provide these clients a level of service they deserve.