Customized comprehensive portfolio management
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
RB Capital Management uses a rigorous approach to construct your investment portfolio based on your specific financial objectives.
Our disciplined 5-step approach considers all of your assets. Rigorous analysis and management ensures all aspects of your financial life are working together.
A customized portfolio that meets your specific needs
Peace of mind
Having the money you need – when you need it
It’s important that we have an in-depth understanding of your financial situation in the context of achieving your lifetime goals.
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.
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?
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
For the exclusive benefit of plan participants and their beneficiaries
Help employers manage fees and performance to ensure the plan stays competitive and compliant
A broad range of investment choices to mitigate risk
Act with skill, prudence and diligence to meet fiduciary responsibilities
Reduce the risk of “prohibited transactions”