RB Capital Management specializes in hedged strategies and managed fixed-income portfolios. They aim to maximize returns while limiting risk through diversified, personalized portfolios. They work with individuals, businesses, trusts, and foundations. Their investment practices focus on asset allocation and diversification across various economic sectors, investment instruments, and hedging strategies. They perform due diligence on all investments and continuously monitor them. Client portfolios are personalized to reflect their goals, age, financial situation, tax consequences, and risk tolerance and are continually adjusted based on market conditions.
Fee Structure
RB Capital Management charges a percentage of your portfolio annually for investment management. The fee varies depending on the type of investments and the amount you invest.
Long Equities:
- Up to $100,000: 1.75%
- $100,001 to $250,000: 1.50%
- $250,001 to $500,000: 1.25%
- $500,001 to $1,000,000: 1.00%
- $1,000,001+: 0.75%
Fixed Income:
- Up to $1,000,000: 0.75%
- $1,000,001 to $2,500,000: 0.50%
- $2,500,001 to $5,000,000: 0.40%
- $5,000,001+: 0.35%
Hedging Strategies:
- Up to $100,000: 2.50%
- $100,001 to $250,000: 2.00%
- $250,001 to $500,000: 1.75%
- $500,001 to $1,000,000: 1.50%
- $1,000,001+: 1.25%
These fees may be negotiable in certain circumstances.