Investment Philosophy

RGB Capital Group's investment philosophy is focused on preserving capital and managing financial risk. These two philosophies guide all our investment decisions with the goal of minimizing capital losses and increasing total return.

Using an active management investment approach that incorporates capital preservation techniques along with managing financial risk, RGB Capital Group seeks to create low volatility portfolios that provide investors with the ability to:

  1. Minimize losses by preventing deep draw downs during declining markets
  2. Create wealth during bull markets and
  3. Provide investors the ability to “sleep at night” knowing that the low volatility of their investments allows for rational, not emotional, investment decisions

RGB Capital Group strives to manage financial risk by making portfolio adjustments to the investment models as market conditions change.