Our Services
Services
Focused on Managing Your Wealth
Investment Portfolios
PROTECTION, INCOME AND DIVERSIFICATION FOR YOUR PORTFOLIO
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 |
DESIRED OUTCOMES
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 | Diversification A broad range of investment choices to mitigate risk | ERISA Compliance Act with skill, prudence and diligence to meet fiduciary responsibilities | Protection Reduce the risk of “prohibited transactions” |