RB Investment Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management, standalone financial planning and consulting, and referrals to third‑party money managers for individual clients (including high‑net‑worth individuals) and trusts. It operates as a single‑advisor independent advisory practice serving a small client base and manages assets on a discretionary basis.
Investment decisions draw on a broad set of analysis methods — including fundamental, technical, quantitative, cyclical and sector analysis — and the firm implements asset‑allocation approaches (strategic, dynamic, tactical, and core‑satellite) across ETFs, mutual funds, individual securities and government and corporate bonds. Portfolios are continuously monitored and rebalanced as warranted, and the firm conducts initial and ongoing due diligence when recommending third‑party managers.
Noteworthy for a firm of its size, it maintains an institutional relationship with a single custodial platform that provides fully digital account onboarding and research/soft‑dollar benefits, a relationship the firm discloses may create potential conflicts and says it examined when making custodial recommendations. The firm also discloses a prior regulatory matter — a 2019 FINRA Acceptance, Waiver & Consent relating to an unsuitable recommendation that resulted in disciplinary sanctions — a disclosure that is uncommon among independent firms.
Client services
Expertise
Fee options
Up to $25,000
Up to 1.50% annually
Up to $250 per hour
Fee-only: Hourly fee up to $250; flat fees up to $25,000
Main office
Little Suamico WI
Advisors at this office
1
Most active in
Louisiana · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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