Investment Advisory

Independent advice you can count on
As an investment consultant, RBF Consulting provides independent financial advice that clients can rely on. Recommendations are based solely on clients' best interests and unique situations. With over 15 years of experience in the investment industry, RBF Consulting has a proven track record in helping clients achieve their financial objectives. From large institutions down to individual investors, RBF Consulting have designed sound strategies and unique investment programs tailored made to ones' unique needs and risk tolerance. Integrity and objectivity set us apart in an industry that is not always transparent.
Services
Investment Program Design
Portfolio Management
Asset Allocation
Governance
Risk Management
Investment Policy Design
Board/Trustee Communication
Compliance & Oversight
Guidelines Design
Contract Negotiation