Boise, ID. February 25, 2014 —Robert Rathbone was ranked among Barron’s Top 1,200 Financial Advisors for 2014, as announced in the weekly magazine’s February 24th issue. Rathbone was ranked #1 in the state of Idaho.
Rathbone’s serious about taking care of his clients-even when he’s no longer around to do it personally. The 33-year-veteran advisor is actively grooming several 20- and 30-something successors to ensure clients won’t miss a beat after his eventual retirement. “The best thing we’ve done here is to set a generational transition in motion,” says Rathbone, 54. “After I get old and can’t make it in to the office anymore, our clients are going to have continuity.” Not that Rathbone is slowing down anytime soon: He’s busy preparing clients for the double whammy of taxes and the inflation that he sees ahead. These days, Rathbone and his 12-person team like “parts of the market that have been, or are being, clobbered.” That includes mining stocks, which Rathbone purchased at the end of last year. Rathbone’s team manages portfolios in-house, both to save clients’ money and to raise accountability. “The buck stops on our desk,” he says.