Broker Check


Focused on Managing Your Wealth

Customized comprehensive portfolio management

Capital preservation

Tax efficiency

Outcomes: have the money you need – when you need it

An experienced team of portfolio managers

Access to your advisor

A fiduciary commitment to act in your best interests

Firm culture of integrity & solid industry reputation

Investment Portfolios


RB Capital Management uses a rigorous approach to construct your investment portfolio based on your specific financial objectives.

Portfolio Management Approach

Our disciplined 5-step approach considers all of your assets. Rigorous analysis and management ensures all aspects of your financial life are working together.

How You Benefit

A customized portfolio that meets your specific needs

Capital preservation/protection

Risk/return management

Tax efficiency

Peace of mind

Having the money you need – when you need it

Wealth Management

It’s important that we have an in-depth understanding of your financial situation in the context of achieving your lifetime goals.

Customizing Your Financial Plan

Delivering on your expectations is paramount. No matter what your situation may be, we listen carefully and then implement a strategy designed to achieve your desired outcome.

401(k) Retirement Plan Services

Do you have the expertise to meet your fiduciary responsibilities as a plan sponsor? Do your employees have the support and guidance they need to achieve their retirement goals?

Trusted Advice

Choose appropriate asset classes

Select optimal mix of investments

Adjust allocations as needed

Annual meetings with plan sponsors

Design investment policy statement

Provide an annual review


Plan Administration

For the exclusive benefit of plan participants and their beneficiaries

Value Added

Help employers manage fees and performance to ensure the plan stays competitive and compliant


A broad range of investment choices to mitigate risk

ERISA Compliance

Act with skill, prudence and diligence to meet fiduciary responsibilities


Reduce the risk of “prohibited transactions”