Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our focus is on minimizing risk and enhancing portfolio returns by developing diversified and customized portfolios.
The firm is led by principal and founder Rob Ballan who brings 30+ years of professional investment expertise. Rob is responsible for the overall performance of RB Capital Management, LLC, and the analysis and oversight of the firm’s 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 $800 million as of December 31, 2024. This includes portfolios for individuals, businesses, trusts, and foundations.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 5365 Reno Corporate Dr,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- rbcapitalmanagement.com
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Portfolio Construction, Covered Call Writing, Hedging Strategies, Fixed Income, Mutual Funds, Investment Advisors, Client Services.
- HQ
- Reno, Nevada
Rb Capital Management, Llc Questions
Rb Capital Management, Llc's website is rbcapitalmanagement.com
Rb Capital Management, Llc's LinkedIn profile is https://www.linkedin.com/company/rb-capital-management-llc
Rb Capital Management, Llc has
7 employees.
View email and phone details for 7
employees at Rb Capital Management, Llc.
Rb Capital Management, Llc's industry is
Investment Management
Rb Capital Management, Llc's top competitors are
Harlow Wealth Management, Inc.,
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Novak Private Wealth Counsel,
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Wealth By Design Group.
Rb Capital Management, Llc's categories are Investment Management
Rb Capital Management, Llc's founding year is 2000
