Robert H. Anderson

Registered Investment Advisor

Robert offers clients over 30 years of professional portfolio management and securities trading. He has managed two mutual funds, a senior portfolio manager for a large midwestern money manager, and manager of three large regional securities firms’ bond trading and sales operations. He has also managed a High Yield and non-US Dollar bond portfolio.  Most of his financial Planning experience comes from the corporate side, where he was assistant treasurer of a major oil and gas exploration firm, along with the head of Cash Management for a major refiner. During his years in the business, he was one of the founders of the Treasurer’s Management Association (TMA), President of the Houston Bond Club, Chairman of the Secondary Marketing Committee for SBA.

Robert started his career as an Asset/Liability Manager for a major regional bank, so financial planning is a natural extension of his background.