With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm. Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management. They like High Yield Bonds and invest in Mutual Funds and ETF's, with "Go Anywhere" strategies. Rob works directly with the clients as a relationship manager.
July 6, 2017