Lance Roberts Chief Investment Strategist

Office: 281-501-1791

After having been in the investing world for more than 25 years from private banking and investment management to private and venture capital; Lance has pretty much “been there and done that” at one point or another. His common sense approach, clear explanations and “real world” experience has appealed to audiences for over a decade.

Lance is also the Chief Editor of the Real Investment Report, a weekly subscriber based-newsletter that is distributed nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He is also writes the Real Investment Daily blog which is read by thousands nationwide from individuals to professionals, and his opinions are frequently sought after by major media sources.

Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has been quoted by a litany of publications from the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post all the way to TheStreet.com. His writings and research have also been featured on several of the nation’s biggest financial blog sites such as the Pragmatic Capitalist, Credit Writedowns, The Daily Beast, Zero Hedge and Seeking Alpha.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Michole Fields
Director of Operations, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Senior Client Services Administrator, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®