Global in our investing and personalized in our service, we provide objective strategies designed to meet the goals of each client.
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.
To provide our clients with peace of mind by enhancing their financial freedom.
Steven Giacona founds Round Table
Round Table reaches $500 million in assets under management
Robert Davis becomes Partner & Chief Investment Officer
Round Table listed as one of Barron’s Top 50 Registered Investment Advisors and one of Worth Magazine’s Top 100 wealth advisors; Steven Giacona named a top advisor by Bloomberg
2010Round Table reaches $750 million in assets under management
Round Table launches Countervailing Private Equity Fund
Round Table opens New York City office
Financial Advisors ranks Round Table 15th best Registered Investment Advisor for 2015, year-end assets within the $500 million-$1 billion assets under management category
Bruce Hyde becomes Partner
Round Table reaches $1 Billion in assets under management
Round Table opens Florida and Oregon offices
Round Table celebrates 20th anniversary
Mariella Foley becomes Partner. Marcia Paltenstein becomes Chief Operating Officer.
OUR GUIDING PRINCIPLES
We strive to make personal connections as a trusted partner and leader of our clients’ professional service network. Personal relationships allow us to maintain perspective on client goals, as well as to create a dynamic framework to execute personalized and integrated investment strategies.
Integrity, honesty, and ethics are at the heart of everything we do, from offering advice to selecting investments. As stewards of wealth, we are objective in our guidance, clear in our purpose and transparent in our fees. As fiduciaries, we endeavor to do what is best for the client, manage conflicts of interest and offer unbiased insight and oversight.
Our investments and clients span the globe. We have broad expertise in both U.S. and non-U.S. tax matters as well as domestic and international investments. Our open architecture platform allows us to access a vast array of global investment options and exclusive access to strategies and opportunities not typically available to individual investors.
While we are disciplined in our approach, we are flexible and individualized in our thinking. We take a long-term view of investing, but are proactive in capitalizing on appropriate short-term opportunities. Our institutional-class solutions and high-touch service offers clients the best of both worlds.