Dr. Robert Barone, Ph.D. 

My name is Robert, and I’ve been in the financial space for over 50 years. With a Ph.D. in Economics from Georgetown, my career has spanned co-founding an investment advisory firm, teaching Finance at the University of Nevada, serving as the CEO of a community bank, contributing to Forbes Markets as a writer, and serving as a Principal Wealth Manager. I’m dedicated to providing clients with an extensive understanding of the global markets and macroeconomic trends. 

ROBERT'S TEAM:
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Reno, Nevada

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UVA Team

We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future by giving advice. Meet our team, who is driven by discipline when managing your investments.

How ROBERT works with clients
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“I am passionate about delivering a disciplined, active macroeconomic quantitative approach to help guide clients in reaching their financial goals.”

Learn more about Robert

How can I help?

Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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​​Investment Management

STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation, along with current economic data, to help optimize your portfolio's risk and return.
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Risk Management

MANAGING YOUR RISK
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Robert.

Get to know Robert

Dr. Robert Barone, Ph.D. is an economist whose storied career spans numerous decades and positions within the world of finance. Since gaining his Ph.D. in Economics from Georgetown, he has been a Professor of Finance (University of Nevada), a community bank CEO (Comstock Bancorp), and a Director of the Federal Home Loan Bank of San Francisco, where he served as its Chair in 2004. He lives and breathes the world of finance, continuing to provide clients and avid Forbes readers with his latest market insights. 

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CONNECT WITH ROBERT

Book a 30-min introductory call with Robert.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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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.

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