The Partners Group
Stuart Robertson is an experienced portfolio manager with a strong background in serving high-net-worth individuals and organizations. Since June 2021, Stuart has been with The Partners Group as a Portfolio Manager, following a role at Columbia Trust Company as a Portfolio Manager and AVP, where involvement included co-managing growth and value equity strategies while participating in business development efforts. Prior experience includes serving as an Investment Counselor at Fisher Investments, advising over 180 high-net-worth relationships, and as a Portfolio Management Associate at KeyBank, contributing to a portfolio of $350 million in assets under management. Stuart holds a Bachelor of Science degree in Accounting with a minor in Economics from the University of Oregon Lundquist College of Business.
The Partners Group
Through our consulting, insurance, and financial services, The Partners Group has been making a difference in our local communities since 1981. We’re a partner that helps individuals and businesses solve problems and grow by building custom strategies that discover, protect, and enhance the future. Being a true partner means creating solutions that are a win for all. It means investing in relationships and always seeking to learn more. We ask a lot of questions, and we listen hard to your answers. We also believe in having fun! We balance hard work with laughter, and at the end of the day, we do what we say we’re going to do. As one of the largest independent firms in the Northwest, it also means being your single resource. We offer the One Partner Advantage. Choose a trusted team that understands how your insurance and financial needs fit into your plan. We provide strategic long-term solutions to build up and safeguard your future. Advisory services offered through TPG Financial Advisors, LLC, an SEC-Registered Investment Advisor and a wholly owned subsidiary of The Partners Group, LLC.