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Brian C
Series 65
Huntington Beach, CA
Rhubarb Investments, LLC
Brian Cleugh is a Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Rhubarb Investments, LLC, an independent firm he has led since 2016. Prior to founding Rhubarb Investments, he worked at Flinn West from 2008 to 2021. Cleugh holds an active California real estate broker’s license, though he is not currently engaged in real estate activities. Rhubarb Investments provides discretionary portfolio management and individualized investment advice to both non-high-net-worth and high-net-worth individual clients. The firm employs a model-driven investment process that combines fundamental, quantitative, and qualitative analysis, with a focus on asset allocation across diverse proprietary portfolios. It also accepts performance-based fee arrangements for qualified clients and uses derivatives in managed accounts, practices that are relatively uncommon among similarly sized independent advisers.
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