COMPANY
BACKGROUND

For more than a quarter century, Dallas-based Robertson, Griege & Thoele (RGT) has served as the trusted wealth management advisor for affluent families... FIND OUT MORE

COMPANY
SNAPSHOT
Founded In

1985

What Makes Us Different
  • Independent and fee based in order to reduce potential conflicts with a client. 
  • RGT doesn't manufacture a product or receive any type of commissions.  Compensation is fully disclosed along with performance on a quarterly basis.
  • RGT isn't distracted by an edict from New York to sell products, the pressures to meet Wall Street earnings targets, or the requirement to answer to outside shareholders. Rather, energy is spent on serving the financial needs of RGT's affluent clients
  • RGT won't manage your investements without having a sound, predetermined financial planning strategy in place for every client-- unlike other money managers.  Financial planning services are a required component to RGT's complete financial services offering
  • RGT's well-credentialed staff includes 15 Certified Financial Planners, 9 Certified Public Accountants, 3 Chartered Financial Analysts and 4 Juris Doctorates.   
Client List

This information is confidential but available upon request

Awards & Acoolades
  • Barrons top 100 Independent fee based wealth management firms by assets under management.  
  • 9 Advisors picked to D Magazine Best Financial Planner or Wealth Manager Program
  • Dallas Business Journal's Best Places to Work
  • 17 CFPS and 4 CFAs
Making a Difference in the Community
  • Support Salvation Army
  • DTS
  • World Vision
  • Crystal Charity Ball
  • Genesis Shelter
Pricing Structure

Fee Based

CORE SERVICES
Wealth Management
Investment Management
Financial Planning
Family Office Services

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Robertson, Griege & Thoele VIDEO LIBRARY