Dr. Robert Barone, Ph. D.
Reno, Nevada
“Client interests are always paramount, even in front of our own.”
I provide macroeconomic quantitative financial guidance rooted in transparency, which is the cornerstone of every client relationship.
My deep expertise in economics shapes my investment strategies, guided by a thorough understanding of macroeconomic trends and market dynamics.
I specialize in working with clients from all walks of life to build personalized financial plans tailored to their unique goals. I am passionate about delivering a disciplined, active macroeconomic quantitative approach to help guide clients in reaching their financial goals.
Following my Ph.D. in Economics from Georgetown, I’ve traversed the financial landscape in different areas. I’ve been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), a Director of the Federal Home Loan Bank of San Francisco, where I served as its Chair in 2004, and more. In 2006, I founded an investment advisory firm alongside my son, Joshua Barone, which continued my passion for providing financial guidance.
I specialize in financial planning and investment management, informed by my deep understanding of macroeconomic trends. I utilize macroeconomic analysis to shift asset allocation between asset classes. I use quantitative techniques to help find the most reasonable value in those sectors.
I have the privilege of working with clients from all walks of life, guiding them through various stages of their financial journey. Over the years, I’ve helped many gain clarity and confidence in navigating the complex world of economic analysis and market trends.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
A significant portion of my client assistance revolves around tax optimization. This encompasses a wide range, from designing retirement income plans and optimizing asset placement to translating their objectives into innovative solutions that best serve their financial interests in the end.
I have created a proprietary algorithm that helps our advisor team sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market. I use this information to make decisions on which investments appear to be the most appropriate fit for our clients and make recommendations based on that data.
I firmly believe that my clients' interests are always paramount—even before our own. Meeting their interests is my favorite part of working with them.
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Ancora West Advisors, LLC dba Universal Value Advisors (“UVA”) is an investment advisor firm registered with the Securities and Exchange Commission. Savvy Advisors, Inc. (“Savvy Advisors”) is also an investment advisor firm registered with the SEC. UVA and Savvy are not affiliated or related.
