About Round Table Wealth Management

Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.

Tangible Opportunities in Emerging Markets

This past Tuesday, Round Table’s Chief Investment Officer Robert Davis had the pleasure of moderating a panel for the CFA Society of New York discussing Tangible Opportunities in Emerging Markets. The panel, comprised of prominent economists and investment managers [...]

By |2019-07-15T20:19:55+00:00April 12th, 2019|In the News|Comments Off on Tangible Opportunities in Emerging Markets

The 12 Trillion Dollar Gorilla: A Discussion on China’s Economy

In this podcast, Robert Davis, Chief Investment Officer at Round Table, dives into the Chinese economic and investment landscape with Andy Rothman, a Chinese Investment Strategist for Matthews Asia, an Asia-focused investment management firm. Our phone conversation with Andy [...]

By |2019-07-15T21:30:52+00:00April 4th, 2019|Podcasts|Comments Off on The 12 Trillion Dollar Gorilla: A Discussion on China’s Economy

TD Ameritrade LINC Conference

Speaking to a captivated crowd at TD Ameritrade’s LINC 2019, our own Marcia Paltenstein discussed technology to transform your business, and how to implement it. The session addressed various technologies that Round Table has implemented to put us on [...]

By |2019-02-20T13:47:36+00:00February 19th, 2019|In the News|Comments Off on TD Ameritrade LINC Conference

Investment Correlations Are Changing: What You Can Do to Protect Your Portfolio

One of the most fundamental principles of portfolio theory is diversification. Diversification is a powerful risk management technique which spreads investments across different geographies, asset classes, or sectors. It lessens the impact any one investment can have on a [...]

By |2019-07-25T15:35:03+00:00October 19th, 2018|Blog|Comments Off on Investment Correlations Are Changing: What You Can Do to Protect Your Portfolio