P.F. Roberts & Associates is an independent, fee only Registered Investment Advisor (RIA), offering Investment Management Services to high net worth individuals and qualified retirement plans. Our offices are located in our own building in downtown Hollywood, Florida where we have been serving a growing local clientele for over 10 years.
Our investment philosophy is conservative, based on simple, easy to understand and time tested strategies. We have over 28 years of experience and are supported by access to some of the highest quality research available. After listening closely to our client’s needs, we propose and implement portfolios geared to the specific investment objectives and goals of each individual. The fact that we currently advise three generations of investors in the same family is a testament to the success of our approach.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us or call us at (954) 454-7028.