Clifford Robison, CFP®, CPWA®
"A winning strategy includes the ability to understand human nature. That is why it is so important to pair the client's stamina for risk with the degree of risk within the investment."
- Clifford Robison
Clifford Robison has been a study of economics, psychology and financial markets since 1987. He has been a financial advisor since 1997.
Clifford focuses on building and protecting his client’s wealth.
“We have found that minimizing risks and maximizing efficiency are important when investing in the markets but those factors do not create a winning strategy. A winning strategy includes the ability to understand human nature. That is why it is so important to pair the client’s stamina for risk with the degree of risk within the investment. The need for investors (as with any other group of people) to understand what their money is doing through direct and recurring communication is essential. When I follow up with clients, we review realistic expectations of the investment performance in good times, in bad times and the adjustments that will be made to take advantage of both opportunities. I listen, and when my clients are comfortable with the investment strategy, I know we have a winning combination.”
Cliff’s tools of choice are strategic models dynamically linked with market probabilities and valuation.
He is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Investment Management Consultants Association and has been or currently is on the boards of 4 organizations.
He enjoys traveling, fishing, health, fitness and making a positive impact in the lives of those around him.
Clifford relocated to be 5 minutes from the office. He now resides in Novi.