Christia Li Roberts

Overview

Christia Li Roberts operates as a sole-proprietor independent registered investment adviser focused on individual and family clients and small-business owners. The practice emphasizes financial planning and portfolio management while also acting as a capital allocator through selection of third‑party advisers when appropriate. Fee arrangements are flexible — the firm charges a percentage of assets under management and also uses hourly and fixed fees for planning or advisory projects. Investment posture tilts toward publicly traded equities, with exchange‑traded instruments forming the single largest asset class in client portfolios. The adviser reports a non‑discretionary model for the assets disclosed, which indicates clients typically retain trading authority while receiving guidance and manager selection from the firm. Environmental, social and governance (ESG) investing is not listed as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices