Bob’s Investment Philosophy: Heart and Science
Bob takes a “Heart and Science” approach to working with his clients, their families and their investments.
The Heart of The Bob Rubin Way.
The Heart aspect centers around building long-term relationships with clients starting with gaining a true understanding of where they are in life and their short and long term goals. Bob’s politically conservative approach to life, family and investments provides a comfortable basis for client’s knowing that they are in good company when it comes to discussions about their family, business, politics, goals and all things financial.
The rest is all Science.
Bob carefully discusses risk and vulnerabilities with his clients, takes each client through our risk-assessment process to learn their unique risk tolerance score. The process allows us to evaluate, adjusts and/or develops their portfolio to ensure it is in alignment with their goals, risk tolerance and philosophy. Bob and his team utilize both fundamental and technical analysis and partners with some of the best money managers in the business to diversify and mitigate risk in each of his client’s investment portfolios.