We take an active approach to investment management with a primary goal of preserving our clients' capital and managing their financial risk.
The strategies of Capital Preservation and Managing Financial Risk are core goals to RGB Capital Group’s investment approach.
Preserving capital during market downturns creates opportunity to create wealth.
Robert Bernstein who has been managing his personal money and money for family members since 2003. All investment decisions are made by Mr. Bernstein. He holds the following degrees and designations:
RGB Capital Group regularly provides investment education events. We believe that investors should have access to information that will help them make better investment decisions.