Rubicon Global Group, Rubicon Global Advisors

Rubicon Global Halal Advisors LLC is an Oregon-registered independent investment adviser that provides discretionary investment management and financial planning primarily for individual clients, and also lists charitable organizations, corporations and pension or profit‑sharing plans among its clients. Services focus on aligning investments with clients’ financial and social objectives and include portfolio design, ongoing monitoring and reporting.

The firm implements portfolios using corporate bonds, government agency and municipal securities, mutual funds, ETFs and individual equities, and applies fundamental, technical and cyclical analysis with a long‑term trading orientation. Client relationships are handled on a one‑on‑one basis through interviews and questionnaires, with discretionary trading authority and occasional use of sub‑advisors to implement allocation decisions.

Notably for a solo independent adviser, the brochure discloses a broader client mix beyond individuals (nonprofits, business entities and retirement plans) and describes community and professional events and publications related to halal/Islamic investing. The firm’s ADV also documents recent material changes (including an AUM update and a change in compliance oversight) and discloses arrangements to direct clients to third‑party advisers with potential fee‑sharing, which clients should review as part of their assessment.