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.
Why Asset Management?
Our advisory services allow you to invest intelligently with confidence without having to watch your portfolio every day.
How is the money invested?
Monies are invested according to each investor’s specific needs and investment goals. Age, income, goals and personal beliefs are taken into account when constructing a portfolio.
Where are the accounts held?
We are partnered with Charles Schwab Institutional, the custodian of our accounts, and we use their world class investment platform to support our back office operations.
Are the statements easy to understand?
Your monthly statements are straightforward and easy to understand. They will show you activity in your account for the prior month. If you have any questions regarding your statement, your investment advisor is available to assist you.
Is there online access?
You will have 24/7 access to your accounts through the Charles Schwab & Co., Inc. client website at www.schwaballiance.com.
Can I contact my investment advisor when I have questions?
The Rubicon Global Advisors Investment Team is here to answer your questions and guide you in your financial decisions. Whether you are a seasoned investor or just setting up your portfolio, we will help you develop a robust strategy to meet your needs.