San Antonio-January 1, 2009—Local investment management firm Robinson & Wilkes, Ltd. has changed its name to Robinson Value Management, Ltd.
“The New Year will usher in a new name for our firm,” said Charles W, Robinson III, CFA. “Effective January 1, 2009, Robinson & Wilkes, Ltd. will be known as Robinson Value Management, Ltd.”
“Value Management” emphasizes the firm’s unyielding dedication to its value-oriented and somewhat contrarian research and investment management process. 2008’s market turmoil has again demonstrated, especially in the fourth quarter, that our aggressively defensive approach identifies value in stocks and works to preserve wealth, even in the worst of markets.
About Robinson Value Management, Ltd.
Robinson Value Management, Ltd. (RVM) is an independent investment management firm, not affiliated with any parent organization. Founded in 1997, Robinson Value Management, Ltd. is registered with the SEC and serves both individual and institutional clients. The name was changed to Robinson Value Management, Ltd. from Robinson & Wilkes, Ltd. on December 31, 2008.
Robinson Value Management, Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). Robinson Value Management, Ltd. has been verified for the periods December 31, 1997 through December 31, 2008 by Dabney Investment Consultants, Inc. A copy of the verification report is available upon request.
To receive a complete list and description of Robinson Value Management, Ltd.’s composites and/or a presentation that adheres to the GIPS standards, please call (210) 490-2545, email firstname.lastname@example.org, go to our web site at robinsonvalue.com, or write to Robinson Value Management, Ltd., 14800 San Pedro Avenue Avenue, #114, San Antonio, Texas 78232. Past performance cannot guarantee comparable future results.
GIPS® is a registered trademark owned by the CFA Institute.
CIMA® is a registered certification mark of the Investment Managements Consultants Association, Inc.