To beat inflation
To grow wealth
To create passive income
Peace of mind
"The best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a financial plan and a behavioral discipline that are likely to get you where you want to go." - Benjamin Graham
Why Choose an RIA?
An investment adviser has a fiduciary duty and has the obligation to put your interests ahead of their own. Unlike a CFP, an RIA focuses on managing funds, is fee-based, and is not associated with any commissioned products. For a comparison, please see the State of Oregon chart on Financial Professionals. For tips on how to prepare for the first meeting, please see our FAQ.
Why Rubicon Global Group?
High Level Personalized Service
Welcome to the Rubicon way. We use a hybrid of the best high tech tools available and combine it with proven strategies, strategic alliances, and dedicated personal service. We focus on your unique set of goals and values to craft a plan for your long term peace of mind. Our strategic alliances support the goal of providing the best-in-class money managers for our clients.
Our people are active in many local and international organizations. We believe that by doing well financially, we give ourselves more capacity to do good for others. And, by doing good things for others, we ultimately do well for ourselves. Our philanthropic projects have changed the lives of thousands of people across South Asia including families devastated by hurricane Sidr in Bangladesh. Following is just a couple of initiatives we directly support. Please contact us to learn about opportunities to make a difference.
The One Ummah Foundation, established in the memory of Mustafa Saeed Rahman, dedicated to eliminating child labor by breaking the cycle of illiteracy and poverty in underdeveloped countries.
Institute of Halal Investing a 501(c)(3) nonprofit think tank is working to demystify Islamic finance, banking and investment among both Muslims and non-Muslims. The Institute is active in providing a non-denominational model of microfinance for use by other NGOs.