About Us
- SEC-Registered Investment Adviser
- More than $625 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 December 31, 2022
Our Services
- Customized, Comprehensive Portfolio Management
- Wealth Management
- Financial Planning
- 401(k) Retirement Plan Services
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.
Learn More - 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.
Learn More - 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.
Learn More - 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.
Learn More
Split Annuity Strategy
Managing the Risk of Outliving Your Money
