Press


  • Forbes has named Raub Brock on its list of the Top 50 Wealth Managers for 2013 in the emerging talent category of advisory firms. The list ranked registered investment advisors based on growth in total assets under management as reported March 31, 2011 through March 31, 2013. Advisors qualified based on quantitative and qualitative factors. For more information on the Top 50 Managers, you can visit: http://goo.gl/OHxwR.

  • Raub Brock Dividend Growth Portfolio receives Morningstar’s highest 5-star rating overall, and for the past 5, & 10 years for its 12-year track record (03/31/12)
  • PSN Informa names the Raub Brock Dividend Growth Portfolio Discipline #1 out of 347 products in its Top Guns of the Decade Rankings in the Large Cap Growth Universe for its 12-year track record (12/31/11).

Our PSN Top Guns of the Decade Categories:

Large Cap Growth Universe (#1 of 347 products)

Large Cap Universe (#3 of 1314 products)

U.S. Growth Universe (#1 of 842 products)

U.S. Equity Universe (#6 of 3095 products)

  • Raub Brock Capital Management Dividend Growth Portfolio selected to join Envestnet PMC-Approved Separate Account Manager Platform (03/01/11)
  • Raub Brock Capital Management Capital joins Envestnet Platform (10/01/07)

 

About Envestnet

Founded in 1999, Envestnet began with an idea that would revolutionize the services that financial advisors provide to their clients.

Today, our capabilities are unparalleled, merging the expertise of top investment managers, a broad range of fee-based investment products, and an array of enhanced financial technology, such as powerful analytic tools, dynamic reporting utilities, and other practice management applications. The Envestnet platform brings it all together via a proprietary unified technology platform.

Over the years, we have grown into one of the largest providers of wealth management solutions in the industry, with more than 400 employees in our Chicago headquarters and offices in Boston, Denver, New York, Silicon Valley, and Trivandrum, India.

Company Statistics

  • Founded in 1999
  • More than $63 billion in assets under management and administration*
  • More than $139 billion in total platform assets*
  • Partnering with more than 19,000 advisors worldwide
  • 400+ employees

*as of 12.31.10 ($139 Billion includes assets under management and administration and licensing arrangements.)

For more information regarding Envestnet, you can visit www.envestnet.com

About PSN

PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. PSN tracks more than 1,600 money management firms and over 7,000 investment products. Since 1984, firms included in PSN are the major players of the investment management business. For more information regarding the Top Guns List, you can visit www.informais.com

PSN and Informa Investment Solutions have no affiliation with Raub Brock Capital Management, but rather evaluate investment managers’ performance on an objective basis.

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.

News & Accolades

RAUB BROCK'S
DIVIDEND GROWTH PORTFOLIO