Robertson, Griege & Thoele
Independence and objectivity are the hallmarks of this boutique firm that boasts an accomplished staff of 33 that serves approximately 250 clients with assets under management of $1.4 billion. Formed nearly 25 years ago, Robertson Griege & Thoele (RGT) has been the premiere, trusted financial services advisory firm for select individuals and families in the Dallas and Newport Beach areas. RGT’s highly personalized approach to tailoring investment management and financial planning solutions to the unique needs of its diverse clientele has earned RGT an impressive collection of accolades by leading industry organizations and publications.
- Best Wealth Manager in Client Satisfaction, (Chuck Thoele & Todd Amacher), Texas Monthly, August 2009
- Top Independent RIA, Financial Advisor Magazine, July 2009
- Best Financial Planners, D Magazine, July 2009
- RGT Employee Ashley Blanchette named Top 40 Under 40, Dallas Business Journal, June 2009
- Largest Metroplex Financial Asset Management Firm, Dallas Business Journal, May 2009
- Top 25 Fee-Only by Growth and Top 50 Fee-Only Firms in the Country, Forbes.com, October 2008
As an independent, fee-only firm, RGT does not participate in commission-based compensation, which gives them freedom from the confinements of only being able to offer select investment products, resulting in stronger client portfolios. Clients are involved in the decision-making process every step of the way, and above all else, RGT holds highly their fiduciary obligation and pledges to serve clients with the utmost good faith and integrity.
