Dr. Robert Barone, Ph.D.Â
Reno, Nevada
Our Team
We think of ourselves as the Benjamin Graham disciples, with nearly 100 years of collective experience helping clients with their financial future. Meet our team driven by discipline and experience, striving to provide you with the most dedicated investment advice possible.
“I am passionate about delivering a disciplined, active macroeconomic quantitative approach to help guide clients in reaching their financial goals.”
Robert’s published work
How can I help?
Financial Planning & Analysis
​​Investment Management
Risk Management
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.Â
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.Â
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. Â
Savvy provides cutting-edge technology and allows advisors to act in the best interests of their clients.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
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.
