Who We Are

Robert Bernstein

858-367-5200

858-324-2050

[email protected]

RGB Capital Group LLC is a registered investment advisor in the state of California providing individuals, trusts, not-for-profits and corporations a means to invest their assets which is different than the traditional “buy and hold” advisors. We take an active approach to investment management with a primary focus on preserving our clients' capital and managing their financial risk.

RGB Capital Group is run by 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)
  • Member – National Association of Active Investment Managers (NAAIM)

RGB Capital Group is not an estate planner and doesn't sell life insurance.  Our focus is to provide our clients with above average, risk-adjusted returns.

RGB Capital Group LLC is focused on managing financial risk for a select type of client – savvy individuals (both high net worth individuals and individuals who have done well in their careers and don't want to take excessive risks), trusts, not-for-profits, and select corporations.

Not just another wealth manager or investment advisor at all, Rob’s approach is active management, with daily oversight based on what the market IS doing, versus the typical “buy and hold”, or “buy and hope” models most financial advisors truly live by. He strives to deliver above-average results based on his hands-on approach.

Lois Bernstein

858-367-5200

858-324-2050

[email protected]

Lois Bernstein is responsible for financial reporting, new client onboarding and general administrative support.  Prior to her role with RGB Capital Group, Lois worked for Touche Ross as a Senior Auditor, a Financial Analyst at Calmark Properties and a Controller for Gemtel Corporation.  Ms. Bernstein also ran her own accounting consulting practice for over 14 years.  She is a Certified Public Accountant (retired) and has her Bachelors of Science degree in Business Administration from the University of Southern California, Los Angeles.

In her spare time, Lois volunteers as the Treasurer for the Educational Foundation at Black Mountain Middle School and at The Assistance League of Inland North County.  She also enjoys running, swimming, tennis, playing the piano, cooking and travel.  Lois has participated in many races throughout her running career as well as triathlons.  Mostly, you’ll find her spending time with her family, their activities and their Golden Retriever.