Ronald Roberts

Ronald L. Roberts is Co-Founder and Managing Member of The Eideard Group, LLC, a Bedford, New Hampshire-based investment adviser and multi-family office. The firm describes itself as providing asset management, third-party manager selection and monitoring, portfolio management, consulting/specialty services, and family office services for retail investors with a stated $3 million minimum investment.

Roberts began his financial-services career in 1973 after graduate studies, joining the Small Business Enterprise Group of Arthur Andersen, LLP in Boston. His work there focused on helping develop early-stage companies and participating in private and public offerings. During his Arthur Andersen tenure, he earned his CPA certification.

In 1985, Roberts established Trust Investments, described by Eideard as a single-family office for a family of distinctive wealth and one of the early examples of its kind. As President and Chief Operating Officer, he oversaw the family’s investment portfolios, supervised seed capital and private equity investments, and coordinated insurance, income-tax, and estate-planning matters.

Roberts left Trust Investments in 1995 to establish Roberts Asset Management, an independent family-office provider. In 2006, he invited John Aubin to join as a partner; together they formed R&A Capital Management, LLC, later renamed The Eideard Group, LLC. Roberts received a BSBA in Accounting with distinction from Babson College in 1972 and an MBA from Babson in 1973. Before college, he spent six years in the U.S. Navy Submarine Service.

• Roberts’ publicly documented investing experience is tied to family-office capital rather than a conventional venture fund. Eideard says his Trust Investments role included “supervising their numerous seed capital and private equity investments.”
• Eideard’s current investment advisory model focuses primarily on third-party manager selection, portfolio management, and family-office services. Its client relationship summary says: “Our investment strategies primarily focus on investments with third party managers.”
• The firm’s services are customized around family objectives, including philanthropy planning, tax oversight, inter-generational wealth planning, bill pay, customized financial reporting, and bookkeeping.
• Eideard may invest in pooled investment companies alongside clients and may charge performance-based fees for private investment vehicles, according to its client relationship summary.
• Public materials do not disclose sector preferences, check sizes, or named direct-investment criteria for Roberts.