What You Can Expect as a Client
Investing is more than just accumulating wealth.
You’ve worked diligently to build your financial assets, and now it’s time for your money to work for you. At Rubin Wealth Advisors, we understand that your financial well-being is paramount. As fiduciaries, your interests always take precedence over ours. Our primary focus is to help vou achieve what matters most to you.
The Rubin Wealth Advantage
We recognize that your financial goals are unique, and our role is to identify and define them, allowing you to transform your vision for the future into a reality. Throughout our partnership, you’ll establish personal connections with your dedicated financial advisor. Additionally, we provide tools to track your progress along your financial journey, giving you transparency and control over your financial path.
The Politically Conservative Aspect of Our Firm and Its Implications for You
When it comes to your investments, our focus is on reducing exposure to companies that may not align with your conservative values. We understand that perfection is elusive in the world of investment management, but we strive to minimize the influence of companies with strong progressive leanings in your portfolio.
Our goal is to reduce the “wokeness” in your portfolio by approximately 10% Going beyond this threshold could potentially compromise returns, so we aim for a balance that aligns with your values while maintaining financial viability. For example, we may avoid investing in Google while considering Microsoft, understanding that most companies tend to lean left, and our aim is to eliminate the most objectionable ones.
In the realm of fixed income, if municipal bonds are deemed necessary for your portfolio, rest assured that we exclusively select bonds from states that align with conservative principles. You won’t find bonds from states like Illinois or California in your portfolio, as we focus on bonds from states that share a conservative ideology, ensuring that your investments mirror your values.
Account Minimum
At RWA, we maintain a combined minimum account size of $1 million, emphasizing our dedication to serving clients with substantial financial resources. This threshold enables us to provide the personalized attention and tailored financial solutions that our clients deserve, ensuring a secure financial future for you and your family.