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Who

Experienced professionals, leading with values, and a heart for helping people

Rubicon puts compassion and empathy first and believes that we all can do well by doing good. Rubicon is an active giver in the local and global community through its own entity, The One Ummah Foundation, in memory of Mustafa Saeed Rahman.

We marry our passion with compassion.

Established in 2003, Mohammad Saeed Rahman saw the need for investors to build their wealth without compromising their ethics. Rubicon Global Group has the solution to this problem and with our standardized screening process for investment products, the work is done for you. Our investment strategy belief lies within a multi-manager, multi-asset class, tactical asset allocation investment approach. We focus on creating risk-adjusted value in client portfolios and believe that managing risk is the only viable way of generating acceptable returns.

Our team works diligently to deliver the results and peace of mind our clients have come to trust in an efficient investment portfolio. Importantly, we believe the best way to take care of our customers is through personal service and interaction.

OUR PEOPLE

A Truly Global Group

Our investment team has managed portfolios for individuals and institutional investors through multiple market environments since 1991. Our people are dedicated both locally and globally to customer satisfaction, community improvement and ethical business practices. Our diverse backgrounds in entrepreneurship, portfolio management, and business valuations bring a suite of value-packed skills to you, our most important client.

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MOHAMMAD SAEED RAHMAN

CEO

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DR SHANNON PRATT

Chairman of the Investment Committee

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JONATHAN TRUONG

Investment Advisor Representative

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MICHELLE HUNTINGTON

Director, Business Development

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