Rgb Capital Group

RGB Capital Group, LLC serves individuals, charitable organizations, and business entities, including high-net-worth clients, through discretionary portfolio management and a secondary service tier where clients retain trading authority while receiving platform access and reporting. The firm primarily advises on mutual funds and exchange-traded funds and provides ongoing account monitoring and performance reports.

RGB’s investment approach emphasizes capital preservation and active risk management implemented through four named strategies (Flex+, Core, Balanced, and a Small Account strategy), using mutual funds, ETFs and occasional short-term trades, with cash positions employed defensively when market conditions warrant. The firm applies technical, chart, and macroeconomic analysis to guide allocations and operates Tier One accounts on a discretionary basis while Tier Two accounts remain client-managed and non-discretionary.

What distinguishes RGB from many peers is its use of performance-based fee arrangements for qualified clients and its selective use of borrowing (margin) within separately managed accounts, including the potential for leveraged equity exposure in some strategies. As a small adviser with roughly two advisors and about $86 million in discretionary assets, the firm pairs these less-common practices with a stated focus on downside risk control and flexible account options.