A complete list of active advisors currently associated with Rubicon Global Group, Rubicon Global Advisors

Warmer can help you find a great advisor at Rubicon Global Group, Rubicon Global Advisors or one who fits your needs even better.

Rubicon Global Halal Advisors works primarily with individual clients — including high-net-worth individuals — and also serves charitable organizations, trusts, corporations and pension or profit-sharing plans, providing discretionary investment management focused on aligning clients’ financial goals with their social and religious values. The firm manages roughly $30 million in discretionary assets and implements portfolios using corporate bonds, government agency securities, municipal obligations, mutual funds, ETFs and individual stocks. The firm follows a customized, one-on-one process that uses interviews and questionnaires to set investment objectives and suitability, then exercises discretionary authority to implement and monitor tailored asset allocations with quarterly reporting. Its investment analysis draws on fundamental, technical and cyclical methods for long-term trading, and the adviser may engage sub-advisors where appropriate to refine asset-allocation strategies. Distinctive elements in the brochure include an explicit emphasis on Halal investing and on community education: senior management operates nonprofit initiatives to advance Islamic-finance literacy and the firm hosts community and professional events and publications. The firm also discloses recent material amendments to its Form ADV (including an update to assets under management and the addition of a compliance officer) and describes arrangements to refer clients to third-party advisers with fee-sharing, which it identifies as a disclosed conflict of interest.

To learn more about the advisors currently working at Rubicon Global Group, Rubicon Global Advisors, 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
Mohammad Rahman	Portland, OR	42
Nicholas Westly	Portland, OR	0

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