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Rob Bernstein, President of RGB Capital Group, regularly provides investment education events.  He believes that investors should have access to information that will help them make better investment decisions.  Please see the list below for details of our upcoming events.  If you have any questions about these events, please contact Lois at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or 858-367-5200.


  • Saturday, March 10, 2018 - American Association of Individual Investors (AAII) - San Diego Chapter

Rob will be presenting to the Mutual Fund / ETF Investing Sub-Group of AAII-San Diego

Time:     9:30 am – 12:00 pm
Location:     Solana Beach Presbyterian Church - Room C-111 (120 Stevens Ave, Solana Beach, CA 92075)

  • Saturday, March 24, 2018 - American Association of Individual Investors (AAII) - Orange County Chapter

Rob will be presenting "Seeking Reasonable Returns While Reducing Risk: A Practical Approach to Investing" to the Orange County Chapter of AAII.

Time:     9:00 am
Location:    The Center at Founders Village (17967 Bushard Street, Fountain Valley, CA 92708)

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