Rb Capital Management, LLC

RB Capital Management, LLC is an investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Established in August 2000, the firm, led by principal Robert W. Ballan with over 30 years of experience, manages assets exceeding $817 million for individuals, businesses, trusts, and foundations. The firm focuses on asset allocation, diversification, and due diligence, tailoring portfolios to clients' goals, risk tolerance, and financial situations. Clients have control over their investments, with the ability to avoid certain industry groups and direct specific strategies for individual positions. RB Capital charges fees based on a percentage of assets under management, with rates varying depending on the account type and size. The firm offers financial planning services, and fees are automatically deducted from client accounts. RB Capital does not vote proxies on behalf of clients and does not guarantee investment performance. The firm's investment philosophy emphasizes long-term strategies without market timing approaches, utilizing a mix of fixed income, equities, and alternative investments. Clients include high net worth individuals, corporations, foundations, retirement plans, and trusts. The firm's portfolio manager selection is led by Rob Ballan, with assistance from Jon Donahue and Justin Sloan, who provide expertise in specific investment areas. RB Capital places a strong emphasis on client communication, with clients having direct access to portfolio managers during regular business hours. The firm has no disciplinary events to report and adheres to a Code of Ethics that prioritizes client interests.