Profil
Robert C.
Johnson is the founder of Skippack Investment Advisors, which was founded in 2001.
He held the title of President from 2011 to 2014.
Currently, he is a Portfolio Manager at Burke, Lawton, Brewer & Burke LLC since 2014.
Previously, he worked as a Financial Advisor at BLB&B Advisors LLC from 2014 to 2021 and as a Principal at Provident Mutual Life Insurance Co. He has a graduate degree from Central Michigan University and an undergraduate degree from Houghton College.
Postes actifs de Bob Johnson
| Sociétés | Poste | Début |
|---|---|---|
Burke, Lawton, Brewer & Burke LLC
Burke, Lawton, Brewer & Burke LLC Part of BLB&B Holdings LLC, Burke, Lawton, Brewer & Burke LLC is an independent, employee-owned, multi-custodial financial advisory firm. The company, based in Lansdale, PA, has been providing fiduciary advice, planning, and investment management services since 1964. The company works closely with their clients to develop and maintain personal financial plans that are fully integrated into the management of their assets. The company's holistic focus on the entire client, not solely their assets, enhances the likelihood of success, empowers clients to make smarter financial decisions, and helps to better control risk. BLB&B Advisors serves as the command center for their clients' financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. | Corporate Officer/Principal | 31/03/2014 |
Anciens postes connus de Bob Johnson
| Sociétés | Poste | Fin |
|---|---|---|
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLBB manages most portfolios on a separate, individualized basis. Some clients may elect to use a model-based portfolio to meet their specific needs. Security selection within investment objectives depend on client-specific characteristics, portfolio size, and client preferences but generally include individual stocks, individual bonds, and Exchange Traded Funds. The firm typically tries to identify high quality securities with attractive valuation and fundamental characteristics. Their security analysis methods include charting, fundamental, technical and cyclical strategies and research. | Gestionnaire de Portefeuille-Actions | 31/12/2021 |
Skippack Investment Advisors
Skippack Investment Advisors Investment ManagersFinance Skippack Investment Advisors' investment style is value oriented with a strong emphasis on balance sheet analysis. They focus on capital preservation and growth in all market environments. For equities, they seek to construct a core portfolio made up of stocks of all capitalizations. The firm focuses on companies with strong financials, solid market share and reputable management. Both value and growth stocks may be considered for purchase if market valuations are reasonable and expectations are not overly inflated. All stocks are subject to a vigorous sell discipline during their entire holding period. On the fixed-income side, Skippack constructs portfolios with laddered maturities. Their portfolios have an investment grade focus. They typically utilize multiple instrument types including government and agency issues, corporates, MBSs and municipals where appropriate. Client-specific goals and objectives permitting, the firm may include vehicles of a more opportunistic nature such as high yield, convertible and callable issues. | Fondateur | 01/02/2014 |
Provident Mutual Life Insurance Co.
Provident Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Corporate Officer/Principal | - |
Formation de Bob Johnson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Burke, Lawton, Brewer & Burke LLC
Burke, Lawton, Brewer & Burke LLC Part of BLB&B Holdings LLC, Burke, Lawton, Brewer & Burke LLC is an independent, employee-owned, multi-custodial financial advisory firm. The company, based in Lansdale, PA, has been providing fiduciary advice, planning, and investment management services since 1964. The company works closely with their clients to develop and maintain personal financial plans that are fully integrated into the management of their assets. The company's holistic focus on the entire client, not solely their assets, enhances the likelihood of success, empowers clients to make smarter financial decisions, and helps to better control risk. BLB&B Advisors serves as the command center for their clients' financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. | |
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLBB manages most portfolios on a separate, individualized basis. Some clients may elect to use a model-based portfolio to meet their specific needs. Security selection within investment objectives depend on client-specific characteristics, portfolio size, and client preferences but generally include individual stocks, individual bonds, and Exchange Traded Funds. The firm typically tries to identify high quality securities with attractive valuation and fundamental characteristics. Their security analysis methods include charting, fundamental, technical and cyclical strategies and research. | Finance |
Provident Mutual Life Insurance Co.
Provident Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance services | Finance |
Skippack Investment Advisors
Skippack Investment Advisors Investment ManagersFinance Skippack Investment Advisors' investment style is value oriented with a strong emphasis on balance sheet analysis. They focus on capital preservation and growth in all market environments. For equities, they seek to construct a core portfolio made up of stocks of all capitalizations. The firm focuses on companies with strong financials, solid market share and reputable management. Both value and growth stocks may be considered for purchase if market valuations are reasonable and expectations are not overly inflated. All stocks are subject to a vigorous sell discipline during their entire holding period. On the fixed-income side, Skippack constructs portfolios with laddered maturities. Their portfolios have an investment grade focus. They typically utilize multiple instrument types including government and agency issues, corporates, MBSs and municipals where appropriate. Client-specific goals and objectives permitting, the firm may include vehicles of a more opportunistic nature such as high yield, convertible and callable issues. | Finance |
Central Michigan University
Central Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Houghton College
Houghton College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















