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RB Capital Management, LLC

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RB Capital Management, LLC

Overview:

RB Capital Management, LLC is a fee-based investment advisor specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize your return while limiting your risk by developing diversified, personalized portfolios. The firm is led by principal and founder Rob Ballan who brings 20+ years of professional investment expertise. Rob is responsible for the overall performance of RB Capital Management, and the analysis and oversight of our sub-advisors. He has built a reputation as an astute strategist skilled in hedging equity portfolios and creating bond portfolios to meet changing economic conditions. Our current assets under management total more than $200 million. This includes portfolios for individuals, businesses, trusts, foundations and non-profit organizations.

   Asset allocation and diversification is the core of our investment practices.

   We distribute wealth amongst a range of economic sectors, investment instruments and hedging strategies.

   Our objective consists of steady, long-term growth.

   Independent due diligence is performed on all investments with continuous monitoring.

   Client-focused personalized portfolios reflect each clients’ goals, age, financial situation, tax consequences and risk tolerance.

   Client’s portfolios are continually fine tuned as warranted by changing global market conditions.

   Our fee is based on account balance, our firm prospers as our clients’ assets grow.

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