A complete list of active advisors currently associated with RB Investment Management Inc.
Warmer can help you find a great advisor at RB Investment Management Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at RB Investment Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Little Suamico, WI
| 27
|
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