Focused on Minimizing Risk and Enhancing Portfolio Returns

 

Protection   |   Income   |   Diversification
RB Capital Management provides portfolio and wealth management strategies customized to provide you with peace of mind.
What You Should Expect
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.

HOW YOU BENEFIT
  • Objective advice and recommendations that address your specific needs and goals.
  • Thoughtful plans that are updated over time as your circumstances change.
  • Peace of mind that your portfolio is being managed to deliver successful outcomes.
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.

HOW YOU BENEFIT
  • Understand the tradeoff decisions that will impact your financial standing.
  • Know what you own in your portfolio —  and why you own it.
  • Increase the likelihood of achieving your lifestyle and legacy goals.
ADVISOR 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.

HOW YOU BENEFIT
  • Build an enduring relationship with a trusted advisor that helps you sleep well at night.
  • Know that your financial plan is in the hands of an experienced advisor who places your best interests first.
  • Understand the risk/reward profile of your portfolio to mitigate the emotional impact of market volatility.
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.

 

HOW YOU BENEFIT
  • Work with an advisor with a track record of successfully helping their clients achieve their goals.
  • Your financial situation is constantly being monitored/adjusted to reflect the meaningful changes that may take place during your lifetime.
  • Increase the probability of achieving the lifestyle you want and effectively plan your legacy.

Firm Facts

Reno, NV headquartered boutique asset manager founded in 2000

SEC-Registered Investment Adviser

More than $400 million in firm Assets Under Management  (AUM)*

A track record of minimizing risk and enhancing returns with  proprietary investment strategies

Firm-wide client-centric service culture; high client retention and  multi-generational relationships

Fair and transparent fees

6 investment committee professionals averaging 20+ years  of experience

 

* As of NOVEMBER 30, 2019

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

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 sponsers
Design investment policy statement
Provide an annual review

Choose appropriate asset classes
Select optimal mix of investments
Adjust allocations as needed

Choose appropriate asset classes
Select optimal mix of investments
Adjust allocations as needed

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”

Let's Start A Conversation Now

Headquarters:

RB Capital Management, LLC
5365 Reno Corporate Drive
Suite 200
Reno, NV 89511
(775) 993-2900

Click here for a list of all RB Capital Management offices and advisors.

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RB Capital Management, LLC is a Registered Investment Advisor. Certain representatives of RB Capital Management, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800)637-3211. If you wish to check the background of the firm, please click here: FINRA's BrokerCheck. For more information about FINRA, click on the following link: FINRA.

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