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Hot Topics
Considering an Annuity?

Before purchasing an annuity, an investor needs to develop a thorough understanding of the annuity product. These products are often complicated and expensive. Your investments are locked up for long periods of time (10, 15, 20 years or more) eliminating any liquidity or flexibility within this portion of your investment portfolio. Our experience working with clients after they have purchased annuities is that they didn't understand what they were buying and have encountered "surprises" after purchasing. Use this guide to help avoid some of those surprises.

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Roth Conversion

Almost everyone has felt the impact of the recent recession in one form or another. Given these uncertain times it is difficult to plan for the future. However, there is one opportunity that is available to most individuals in 2010 that might eliminate some of that uncertainty in the future. This opportunity is called a Roth IRA Conversion.

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Documents and Forms

New RGB Client Information Sheet

e-Notification Instructions

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