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Bob and his team demand best-in-class solutions that improve your user experience while optimizing technical performance. We have carefully selected partners who are among the best financial technology companies in the industry.
Rest assured that at Rubin Wealth Advisors, the security of our clients’ assets is of utmost importance. We have partnered with Charles Schwab, a trusted custodian, to ensure the safe keeping of al our clients’ funds. As the custodian, Charles Schwab is responsible for holding and safeguarding our client’s assets. Please note that Rubin Wealth Advisors will never directly never hold any client’s assets. Your investments are in capable hands with our custodial partner, Charles Schwab. When you become a client, we work together to help you meet your financial goals and then execute those goals by directing Charles Schwab on your behalf.
Schwab offers user-friendly tools, such as their mobile app, which provide you with easy access to your account information. This app has been recognized as the top-ranked app for Investors by JD Power, a trusted authority in customer satisfaction ratings. We truly value the level of service, support, and excellence that Schwab provides to our clients, an we are proud to align ourselves with their commitment to delivering exceptional tools and resources to help you stay informed and in control of your investments.
Understanding our personal tolerance for investment risk is crucial, but ti can be challenging to accurately gauge. Our perception of risk may not always align with the reality. That’s where Bob and his team come in. They leverage the power of Riskalyze, an acclaimed technology, to help you better comprehend your comfort level with investment risk.
Riskalyze is a leading risk alignment platform that offers a unique advantage by providing a quantitative measurement of risk. yB utilizing the Riskalyze Risk Number®, Bob and his team can objectively quantify the risk associated with your investments. This approach eliminates subjectivity and replaces ambiguous terms like “conservative” or “moderately aggressive” with a specific number ranging from 1 to 99. This simple yet powerful tool empowers you with a clear understanding of your risk profile.
At Rubin Wealth Advisors, we believe in leveraging cutting-edge technologies like Riskalyze to ensure that your investment strategy aligns with your comfort zone. By quantifying risk in a tangible way, we strive to provide you with the clarity and confidence needed to make informed investment decisions.
We Put Your Interest Ahead of Ours. Period.
