Opening your investment account
Opening an account is easy. During a consultation with your personal investment advisor, you'll decide your level of risk and create a portfolio that best suits your needs. Give us a call or fill out the following form to get started today.
Rubicon Global Advisors also hosts and attends several community and professional events each year—please come meet team members, discuss your needs or ask questions!
To achieve the best, consistent returns for individual and institutional clients, Rubicon Global Advisors develops strategic (long term) and tactical (market cycles) investment outlooks and builds risk-controlled, model asset allocation portfolios based on the investment outlooks. Rubicon identifies and researches best-in-class managers for each asset class used in the model portfolios. Finally, assets are allocated to managers based upon the expected risk-adjusted contribution of each manager to the model portfolio. This careful selection and allocation process sets Rubicon Global Advisors apart from most investment firms.