Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize your return while limiting your risk by developing diversified and personalized portfolios.
The firm is led by principal and founder Rob Ballan who brings 25+ years of professional investment expertise. Rob is responsible for the overall performance of RB Capital Management, LLC, and the analysis and oversight of the firm’s advisors and financial planners. He has expertise in hedging equity portfolios and creating bond portfolios to meet changing economic conditions. As of December 31, 2018, total assets under management was more than $300 million. This includes portfolios for individuals, businesses, trusts, and foundations.