Weston, CT Office

RB Capital Management, LLC serves a mix of individual and institutional clients, including high‑net‑worth individuals, corporations, trusts, foundations and retirement plans. The firm provides fee‑based investment management focused on hedged strategies and managed fixed‑income portfolios, and also offers financial planning services integrated into its advisory relationships.

The firm’s investment process emphasizes asset allocation and diversification, personalized portfolios, and continuous monitoring to reflect clients’ goals, tax situation and risk tolerance. RB Capital combines equities, fixed income and alternative investments and implements hedging techniques—explicitly using covered‑call writing on individual equity positions—and designs custom fixed‑income portfolios; it currently manages assets in‑house rather than relying on sub‑advisors.

Noteworthy features for a team firm of this size include a multi‑office structure (the brochure lists a dozen offices) and the firm’s role as sponsor and portfolio manager of an RB Capital Wrap Program, with the majority of investment management clients participating in that one‑fee program. The brochure also discloses the use of options‑based hedges in managed accounts and describes relationships with custodians (including a transition from Pershing to Schwab and receipt of institutional services and reimbursements), which the firm notes could influence broker selection and are disclosed as potential conflicts of interest.