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About Us

About Us

  • SEC-Registered Investment Adviser
  • More than $500 million in firm Assets Under Management (AUM)*
  • Focused on minimizing risk and enhancing returns with proprietary investment strategies
  • Firm-wide client-centric service culture
  • Fair and transparent fees

* As of October 23, 2020

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Our Services

Our Services

  • Customized, Comprehensive Portfolio Management
  • Wealth Management
  • Financial Planning
  • 401(k) Retirement Plan Services
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CULTIVATED FOR YOU


RB Capital Management provides customized portfolio and wealth management strategies with the goal of offering you peace of mind.

A team with the credentials, depth of knowledge, and breadth of experience to implement investment solutions for you.

Founded in 2000, we are a boutique asset manager headquartered in Reno, Nevada, with offices also in California and Connecticut.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • TRUSTED ADVICE

    RB Capital Management’s experienced investment advisors spend time to fully understand your situation to learn what matters most to you. As a fiduciary advisor, we are legally obligated to always act in your best interests.
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  • CUSTOMIZED PORTFOLIOS

    RB Capital Management constructs portfolios based on a clients’ unique needs, goals and risk tolerance. Every portfolio is tailored around your comfort level to meet expectations.
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  • ADVISORS ACCESS

    RB Capital Management focuses on attentive, high-quality service. Always know that your financial plan is in the hands of an experienced advisor who places your best interests first.
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  • DESIRED OUTCOMES

    RB Capital Management is committed to delivering the types of financial outcomes you hope to achieve: Have the money you need when you need it.
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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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<p>Caring for Aging Parents</p>

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."