Resources for Investors

Links to Helpful Websites

U.S. Securities and Exchange Commission (Home Page) As the primary regulator of U.S. investment markets, the mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.
The links below take you to specific pages of the SEC website:
1. Investment Advisers: What You Need to Know Before Choosing One. This page is must reading for an anyone planning to hire an investment advisor.
2. Investment Adviser Search. Type in the name Robshaw to open our form ADV on file with the SEC.
Chartered Financial Analyst (CFA) Institute Homepage. The CFA Institute is a global organization that awards the CFA® designation, promotes high ethical and professional standards and advocates for fair and transparent capital markets.
The links below take you to specific pages or documents on the CFA Institute website:
Social Security Administration Learn about your benefits.
Internal Revenue Service Download any tax form and instructions
Annual Credit Report This is the official site to help consumers obtain free credit reports. Unlike other sites which are widely advertised, there is no cost to continue this service.