Robasciotti & Philipson, a comprehensive wealth management firm based in San Francisco, is dedicated to more than selling financial products and bringing in commissions. By aligning client values, goals, and feelings about financial security with personal investment strategies, they’re able to do what’s most important to them: serve women, people of color, and members of the LGBTQ+ community.
When Robasciotti & Philipson launched a socially responsible investment initiative in 2018, Portfolio Center wasn’t able to keep up with the sheer volume of their individual equities. They began looking for an alternative solution.
They found Orion, who not only integrated seamlessly with SalesForce, but also offered the firm a number of positive benefits they weren’t expecting.
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