Advisors at this firm
Mary R
Series 63, Series 65
Petaluma, CA
Five Mile River Investment Management, LLC
Mary Robbins is a financial advisor at Five Mile River Investment Management, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Wealth Advisors and Brannan Management Company. Outside of her advisory role, Robbins is the sole member of Spalding Endurance LLC, an athletic coaching and equestrian vacation rental business. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and various account types, managing approximately $82 million across 95 accounts. The firm employs a bottom-up, fundamentally driven value investment approach, focusing on concentrated portfolios with low turnover and clear sell disciplines.
Lee G
CFA®
Scottsdale, AZ
Five Mile River Investment Management, LLC
Lee Garcia is a CFA® charterholder with 22 years of industry experience. He has been with Five Mile River Investment Management, LLC since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and individual accounts, managing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach with concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.
Thayer R
Series 63, Series 65
Okatie, SC
Five Mile River Investment Management, LLC
Thayer Robbins is a financial advisor at Five Mile River Investment Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Five Mile River Investment Management since 2003. Five Mile River Investment Management provides discretionary portfolio management for families, high-net-worth individuals, and trusts, overseeing approximately $82 million across about 95 accounts. The firm employs a bottom-up, fundamentally driven value approach focused on concentrated portfolios and emphasizes conflict-avoidance practices and multi-generational family relationships.