RBP Investment Advisors Inc.

Overview

RBP Investment Advisors Inc. is an independent registered investment adviser that provides portfolio management and financial planning primarily to individuals and families. The firm operates on a discretionary basis and favors pooled public funds—mutual funds and similar vehicles—as the backbone of client portfolios. Its business model combines percentage-of-AUM fees with hourly and fixed-fee engagements, supporting both ongoing investment management and standalone planning work for individuals and small businesses. The firm does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices