Robin Knipp

Background

About Robin Knipp

Mission Statement: To build long term relationships with my clients by helping them grow and manage their assets using a variety of money management tools. Investment Philosophy: I help clients make money by following a discipline that I have developed over the last 33 years. I start with a risk management questionnaire to determine the suitable asset allocation model for each client. From here, I build a strategic portfolio using a variety of asset classes ( stocks, bonds, mutual funds, cash, etc.) Other factors that I take into consideration when building portfolios are a clients's goals, income/lifestyle needs, time horizons, and return expectations. I believe in proper, upfront communication with clients and I give a great deal of time to educating clients about investments. For more information about Janney, please see Janney's Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.