Selecting the "right" investment management firm is a very individual decision. We strive to be the best choice for individuals and families who embrace our values and approach. We believe the following qualities distinguish our service and performance.

Our Independence. We are an independent, 100% employee-owned firm. We are not employees of a brokerage firm, insurance company, bank or mutual fund company. We work only for you.

Objective Advice. In an advisory relationship, objectivity is everything. This is particularly true when someone else is managing your money. Our financial planning and investment management advisory services are provided for an agreed-upon fee. We do not push products to earn commissions; instead, you pay a fee to receive the professional, unbiased advice you need to make smart financial decisions. We have no proprietary interests in any of the products or investments that we recommend.

Personal Approach. We take a personal approach to ensuring your financial well being. We get to know you and carefully explore your immediate needs, long-term goals, fears, hopes, and tolerance for risk. The understanding we gain of you, your attitudes, and your expectations guides our financial advice and the investment strategy that we customize to your needs.

We customize an investment strategy to your needs. We work closely with you to develop your Investment Policy Statement – a clear and concise document that describes your needs and resources, defines your objectives, and sets a strategy to achieve them. We place no investments until we arrive at a plan that you understand thoroughly and accept with confidence.

Disciplined Investment Management. We build wealth for clients by balancing risk and expected return in broadly diversified portfolios. Our disciplined yet dynamic process offers us the flexibility to take advantage of market opportunities around the world while reducing volatility.

Comprehensive Financial Planning. We provide personalized planning services to meet the individual needs of each client. Whether you are looking to secure wealth for retirement or develop an estate plan, we discuss your goals and plan toward them.

Continuous Portfolio Management and Monitoring. We continuously monitor the stocks and other investments in our clients' portfolios to ensure that that they continue to adhere to the strict criteria and philosophy for which they were selected. Adjustments are made whenever we feel that economic, market or fundamental changes warrant a change.

Tax and Cost Efficiency: "It's not what you earn, it's what you keep." We pursue an investment approach that is tax- and -cost-efficient. Our average portfolio turnover is only 25% per year – significantly lower than that of most mutual funds. Our commitment to long-term, low-turnover, individual security core positions, as opposed to mutual funds and other investment "products," gives us more flexibility to manage assets for cost and tax efficiency, resulting in increased long-term compounding of our clients' wealth. Additionally, we work closely with our custodian in an effort to keep transaction costs to a minimum.

Comprehensive Reporting. We have the ability to advise and report on a client's entire financial picture, including assets not managed by Raub Brock. In addition to regular quarterly reporting, clients have access to account information and performance data 24/7 through our website. Whether it is maintaining your cost basis records, or retaining a file of all your financial transactions, our office can supply you and/or your accountant with the numbers and documentation you need.

Our Results. Raub Brock Capital Management maintains a portfolio composite and has implemented policies and procedures designed to calculate and present performance results in keeping with the requirement of the Global Investment Performance Standards (GIPS®). Compliance with GIPS® standards has been verified firm-wide by an independent accounting firm. In addition, a performance examination has been conducted on the Raub Brock Dividend Growth Core Equity Composite, established 12/31/1999. Since inception, the portfolio has consistently outperformed the S&P 500 benchmark over 3, 5 and 10-year time periods. The Raub Brock Dividend Growth Core Equity Composite performance presentations and Independent Verifier's Reports through the most recent month-end are available upon request.

The Disciplined Wealth Process

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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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