NAAIM Conference – Rob Bernstein
With RGB Capital Group in San Diego, Rob discusses the benefits of NAAIM and his firm. Focused primarily on Retirees and Pre-Retirees, looking to protect their assets while generating a reasonable return, they use a Tactcal approach to investment management. They like High Yield Bonds and invest in Mutual Funds and ETF’s, with “Go Anywhere” strategies. Rob works directly with the clients as a relationship manager.
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About Author
BHaskin
Brian Haskin is the Founder and Publisher of DailyAlts and is also the CEO of Alternative Strategy Partners. Brian has more than twenty years of leadership experience in the asset management industry, and brings his passion and acumen for alternative investments to the implementation and ongoing development of the DailyAlts.com platform and its content.