Rob Ballan is the founder of RB Capital Management, LLC, a boutique investment management firm. He is the firm’s Chief Executive Officer and Chief Investment Officer. Rob is responsible for overseeing all portfolio management activities and setting the vision for the company.
Rob specializes in using option strategies for protection as well as managed fixed income for each custom portfolio we manage. He creates custom-tailored, diversified portfolios based on client needs and changing economic conditions. Rob developed the firm’s proprietary fixed income, equity and protective portfolio strategies designed to minimize risk and enhance returns.
Rob Ballan has 30+ years of professional investment expertise and has guided this SEC-registered firm for the past 20 years. Under his business acumen and investment management skill, the company has grown organically every year to have more than $625 million (as of December 31, 2022) in assets under management with offices in 3 states.
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