July 6, 2017

NAAIM Conference - Rob Bernstein

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.

More episodes

Load more