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.
OUR MISSION
To provide our clients with peace of mind by enhancing their financial freedom.
OUR HISTORY
1999
Steven Giacona founds Round Table
2005
Round Table reaches $500 million in assets under management
2006
Robert Davis becomes Partner & Chief Investment Officer
2007
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
2010
Round Table reaches $750 million in assets under management2012
Round Table launches Countervailing Private Equity Fund
2013
Round Table opens New York City office
2015
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
2016
Bruce Hyde becomes Partner
2017
Round Table reaches $1 Billion in assets under management
2018
Round Table opens Florida and Oregon offices
2019
Round Table celebrates 20th anniversary
2020
Mariella Foley becomes Partner. Marcia Paltenstein becomes Chief Operating Officer.
OUR GUIDING PRINCIPLES
Collaborative Partners
Collaborative Partners
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.
Highest Standards
Highest Standards
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.
Expansive Access
Expansive Access
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.
Balanced Mindset
Balanced Mindset
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.
