RBP Investment Advisors Inc.

RBP Investment Advisors provides discretionary wealth management and financial planning to individuals, trusts, estates, and business entities, serving both high-net-worth and non‑HNW clients. The firm manages roughly $181.5 million across about 100 client relationships and generally requires clients to grant discretionary authority for portfolio management.

The firm’s investment process is grounded in Modern Portfolio Theory and typically employs a tactical asset‑allocation approach that adjusts weights based on current economic data; both fundamental and technical analysis are used when selecting individual securities and active managers. Portfolios are implemented with diversified holdings across equities, fixed income, mutual funds, ETFs and select alternative investments, using dollar‑cost averaging when appropriate and limiting investments to securities that can be held at the designated custodian.

Noteworthy aspects include a small advisory staff with a single senior wealth manager performing all account reviews, and that same senior executive’s external board role with the sponsor of several iShares trusts — the firm has restricted use of those specific iShares products for clients while that role is active. RBP requires clients to custody assets at Charles Schwab and discloses receipt of Schwab products and services, which it identifies as a potential conflict of interest.