Rubicon Global Advisors is a boutique asset management and financial advisory firm in Lake Oswego, Oregon. Our focus is on maximizing risk-adjusted returns for clients through a broad range of premium socially responsible investment strategies. In the spirit of Caesar's bold move to cross the Rubicon and set an irreversible course for greatness, we invite you to join us and become part of a movement that helps you meet your goals without compromising your values.
or give us a call at 503-997-2007
Investing with Rubicon Global Advisors provides a positive alternative to conventional ethically-questionable investments and the “business as usual” practices of the financial industry that led us to the economic meltdown that began in 2008. More and more investors seek sustainable and socially responsible investments which offer transparency, the primacy of ethical considerations, an approach based on risk sharing, and a mechanism which allows investors the potential of “doing well by doing good.”
Established in 2003, Mohammed Saeed Rahman saw the need for investors to build their wealth while not compromising their ethics. Rubicon Global Advisors is the solution to this problem. Besides a strong focus on the fundamentals of securities, Rubicon Global Advisors puts a strong emphasis to portfolio and risk management. Although Rubicon Global Advisors has access to thousands of investment types and securities, that does not merit for immediate full investment of assets. Rubicon Global Advisors uses cash as a strategic asset in order to provide liquidity when the most valuable investments present themselves. This also provides the liquidity to make smart strong investments to prevent dilution of the best investment ideas as opposed to closet indexing investment approaches that are prevalent in the financial industry.
With Rubicon Global Advisors your money is invested according to your specific needs, values, investment goals, and risk tolerance. Our focus is on delivering consistent returns for you during these turbulent financial times. We seek to manage risk and maximize opportunity by taking advantage of global trends that many money managers miss. Our dynamic style of asset allocation is based on an extraordinary amount of research and analysis that helps us in our efforts to forecast future market conditions and make smart decisions with your portfolio. Our goal is to simply do what works, consistently, and with great results. Our advisory services allow you to invest intelligently with confidence without having to watch your portfolio every day.
Our Balanced Portfolio Model seeks (1) to preserve capital and (2) to attain capital appreciation. This portfolio will invest funds in both domestic and international equity markets.
Our Aggressive Portfolio Model seeks to attain capital appreciation. The risk is greater than that associated with the Balanced Portfolio; therefore, investors should be willing to tolerate its higher volatility.
** Performance results reflect time-weighted rates of returns of a composite of actual portfolios. Past performance may not be indicative of future results and the performance of a specific individual account may vary substantially from the composite performance. Different types off investments involve varying degrees of risk, and there can be no assurance than any specific investment will be profitable.