Client Services Approach


 
Personal Attention

Personal Attention

Personal attention is at the heart of our service. As a high-service, advice-driven firm, clients have direct access to our principals. We understand the importance of communicating plainly and clearly and are always available to answer your questions.

Portfolio Monitoring

Portfolio Monitoring

Designing and executing an investment strategy is not enough in itself. We believe that ongoing monitoring and evaluation of a client’s portfolio is essential for the growth of assets and management of risk. That’s why we regularly reassess each client’s portfolio. We stay on top of your investments so you don’t have to.

Aligned Interests

Aligned Interests

RB Capital Management, LLC is a fee-based investment manager, independent of outside influences. We are not paid commissions and don’t have to trade your account to generate income. Our fees are based on a percentage of assets under management, which helps align our interests with yours. We are compensated more when your assets under management grow and you achieve your financial objectives.