Let's get acquainted!

We offer an opportunity to meet with you at no charge to introduce you to our investment philosophy to see if RGB Capital Group is a good fit for your personal situation.

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RGB Capital Group implements its' capital preservation and risk management philosophy through two different investment models. These models are available for both retirement (tax-deferred and tax-free) accounts, as well as taxable accounts. We will be happy to discuss the objectives of each model and help you determine if one of these models may be right for you.

Conservative Model

Objective: Strives to achieve maximum capital gains while maintaining below market volatility and risk by investing in bond and equity vehicles that are demonstrating better risk-adjusted returns relative to the overall market.  Cash is used to manage risk when necessary.

Margin Available*: Yes

Account Minimum: $100,000

Flexible Model

Objective: Strives to achieve maximum capital gains while maintaining below market volatility and risk by investing in bond and equity vehicles that are demonstrating better risk-adjusted returns relative to the overall market.  In addition, RGB Capital Group will increase emphasis on capital growth when we believe that additional risk is warranted.  Cash is used to minimize risk when necessary.

Margin Available*: Yes

Account Minimum: $100,000

* Margin is available for taxable accounts only; qualified retirement accounts are not eligible for margin

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