Raub Brock Capital Management, LP (RBCM) is a full-service, independent investment advisory firm located in Marin County, California, just north of the Golden Gate Bridge. Raub Brock offers comprehensive advisory services to clients located throughout the United States. Services include the construction of a customized investment portfolio, individual financial planning, implementation and trade placement, quarterly reviews, "on call" consultations as requested, and rebalancing and tax-loss harvesting.

Our firm was founded with one primary objective - helping clients achieve their long-term financial goals. For more than 15 years we have been dedicated to providing thoughtful advice with the highest level of personalized service and fiduciary accountability while achieving outstanding long-term investment returns.

Our effective but uncommon institutional core equity strategy - investing directly in quality companies with consistently increasing dividends - has the distinction of outperforming the S&P 500 over the past 3, 5, and 10-year periods. And with significantly lower volatility. RBCM has a 10+ - year history of capturing approximately 140% of an up market and 80% of a down market.

We look forward to meeting you and discussing your financial needs.

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Interested In Working With RBCM?

To see if our approach is right for you, please review our Disciplined Wealth Process. The Disciplined Wealth Process is a continuous and dynamic approach to financial management that will help you protect and grow your wealth, achieve your goals, and attain peace of mind.

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