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How does RBF CAPITAL MANAGEMENT, INC. help clients – Key Takeaways:
Founded in 2005, RBF CAPITAL MANAGEMENT, INC. is a leading financial management firm that focuses on providing expert guidance and tailored solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, RBF CAPITAL MANAGEMENT, INC. is dedicated to providing the highest level of service to its clients.
Facts and Insights
Through its personalized approach, RBF CAPITAL MANAGEMENT, INC. has successfully managed over $500 million in assets for its diverse client base. The firm specializes in creating customized investment plans that align with each client’s unique financial objectives, risk tolerance, and time horizon.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 16 years |
Financial Services Offered
RBF CAPITAL MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, wealth transfer and preservation, risk management, and tax planning.
Client Types
RBF CAPITAL MANAGEMENT, INC. serves a variety of clients, including individuals, families, and businesses. The firm’s advisors have the expertise to work with clients in various stages of life, from young professionals to retirees, and from small business owners to corporate executives.
Fees & Compensation
At RBF CAPITAL MANAGEMENT, INC., transparency is key. The firm’s fee structure is straightforward and based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with those of their clients. The firm does not charge any additional fees, such as commissions or hidden charges.
Background
RBF CAPITAL MANAGEMENT, INC. was founded by financial experts with over 50 years of combined experience in the industry. The firm’s advisors have academic backgrounds in finance, economics, and accounting, and hold advanced certifications such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®).
Financial Advisor Disclosures to Know
RBF CAPITAL MANAGEMENT, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, the firm has a fiduciary duty to act in the best interests of its clients and disclose any potential conflicts of interest. The firm has a clean disciplinary record and is committed to upholding the highest ethical standards in its practices.