Individuals who have worked hard to earn a level of financial success desire a more active and involved approach to growing their wealth which provides peace of mind, security and greater financial freedom to pursue their personal, family and retirement goals.

At RGB Capital Group, our investment philosophy is aimed at creating wealth, fighting inflation and allowing our clients to achieve their financial goals.
  • We strive to preserve capital which is critical to developing long-term wealth.
  • We attempt to construct low-volatility portfolios which allow us time to make rational, not emotional, investment decisions.
  • As a fee-based advisor, we are not aligned with or compensated by any mutual fund or ETF company.  Rather our incentive is to grow a client’s portfolio and therefore, we are aligned with your objectives.
  • We aim to provide an environment that allows you visibility into our process through continuous communication.

Who We Are

We take an active approach to investment management with a primary focus on preserving our clients' capital and managing their financial risk. More

What We Do

Capital Preservation and Managing Financial Risk are core to RGB Capital Group’s investment approach. More

Why Choose Us

Preserving capital during market downturns creates opportunity to create wealth.More

Our Process

RGB Capital Group continuously reviews macro- and micro-market conditions and market sectors to help guide the investment selection process. More