RB Investment Management Inc.

Overview

RB Investment Management Inc. is an independent registered investment adviser focused on serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates under an individual-owner structure and uses a mix of fee models — percentage of assets under management, hourly fees and fixed fees — to tailor engagements to client needs. Registered with the SEC in 2022, RB Investment Management emphasizes pooled public funds as the core building blocks of client portfolios rather than a model centered on direct-stock selection or extensive proprietary strategies. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices