NAAIM Conference - Rob Bernstein

Published: July 6, 2017, 9:19 p.m.

With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm. \xa0Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management. \xa0They like High Yield Bonds and invest in Mutual Funds and ETF's, with "Go Anywhere" strategies. \xa0Rob works directly with the clients as a relationship manager.