Rubicon Global Advisors uses five trading platforms: Conservative Balanced, Balanced, Equity-Tilted Balanced, and Equity. In addition, Private Equity/Venture Capital is available to accredited investors.
Conservative Balanced Portfolio
This is our most conservative model portfolio. The risk level in this portfolio, measured by the "One-Year Loss Threshold" is 5% meaning that the portfolio is constructed to not exceed a 5% loss in any year.
The one-year loss threshold is based on historical data for the relevant asset classes included in the portfolio. Although we make our best effort to remain within the loss threshold, actual portfolio losses may exceed the "One-Year Loss Threshold" because past performance is no guarantee of future returns. We review each client’s investment needs and objectives in order to determine your risk profile. Please contact us and we will review your individual situation. You should not construe this content as legal, tax, investment, financial or other advice nor does this constitute a solicitation, recommendation, endorsement, or offer by Rubicon or a Third Party Service Provider to buy or sell any securities or other financial instruments.
Balanced Portfolio
This is our more conservative moderate risk model portfolio. The risk level in this portfolio, measured by the "One- Year Loss Threshold" is 10% meaning that the portfolio is constructed to not exceed a 10% loss in any year. The one-year loss threshold is based on historical data for the relevant asset classes included in the portfolio. Although we make our best effort to remain within the loss threshold, actual portfolio losses may exceed the "One-Year Loss Threshold" because past performance is no guarantee of future returns. We review each client’s investment needs and objectives in order to determine your risk profile. Please contact us and we will review your individual situation. You should not construe this content as legal, tax, investment, financial or other advice nor does this constitute a solicitation, recommendation, endorsement, or offer by Rubicon or a Third Party Service Provider to buy or sell any securities or other financial instruments.
Equity-Tilted Balanced Portfolio
This is our more aggressive moderate risk model portfolio. The risk level in this portfolio, measured by the "One-Year Loss Threshold" is 15% meaning that the portfolio is constructed to not exceed a 15% loss in any year.
The one-year loss threshold is based on historical data for the relevant asset classes included in the portfolio. Although we make our best effort to remain within the loss threshold, actual portfolio losses may exceed the "One-Year Loss Threshold" because past performance is no guarantee of future returns. We review each client’s investment needs and objectives in order to determine your risk profile. Please contact us and we will review your individual situation. You should not construe this content as legal, tax, investment, financial or other advice nor does this constitute a solicitation, recommendation, endorsement, or offer by Rubicon or a Third Party Service Provider to buy or sell any securities or other financial instruments.
Equity
This is our aggressive model portfolio. The risk level in this portfolio, measured by the "One-Year Loss Threshold" is varies, but we construct the portfolio with the aim of fluctuations no greater than those of the general market.
The one-year loss threshold is based on historical data for the relevant asset classes included in the portfolio. Although we make our best effort to remain within the loss threshold, actual portfolio losses may exceed the "One-Year Loss Threshold" because past performance is no guarantee of future returns. We review each client’s investment needs and objectives in order to determine your risk profile. Please contact us and we will review your individual situation. You should not construe this content as legal, tax, investment, financial or other advice nor does this constitute a solicitation, recommendation, endorsement, or offer by Rubicon or a Third Party Service Provider to buy or sell any securities or other financial instruments.
Private Equity/Venture Capital
The Rubicon Global Advisors also participates in the capital markets with our private equity and venture capital activities, which are available to accredited investors. Contact us for an individual assessment of the suitability of these opportunities for your portfolio.
