Preserve Your Capital.

Manage Your Financial Risk.

Who We Are

We take an active approach to investment management with a primary goal of preserving our clients' capital and managing their financial risk.

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What We Do

The strategies of Capital Preservation and Managing Financial Risk are core goals to RGB Capital Group’s investment approach.

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Why Choose Us

Preserving capital during market downturns creates opportunity to create wealth.

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Robert Bernstein

Robert Bernstein

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:

  • MBA, Finance and Accounting, University of Rochester, New York
  • BA, Quantitative Economics and Decision Sciences, University of California, San Diego
  • Series 65 License
  • CPA (Retired)
  • President - San Diego Chapter, American Association of Individual Investors (AAII)
  • Board Member – National Association of Active Investment Managers (NAAIM)
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Upcoming Events

Upcoming Events

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.

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