RBS WEALTH MANAGEMENT

Overview

RBS Wealth Management is an independent registered investment adviser organized as a limited liability company and led by an individual-owner structure. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model plus hourly and fixed-fee engagements. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios. RBS Wealth Management uses externally managed solutions when appropriate and positions itself to implement customized strategies for high-net-worth clients, combining portfolio management discretion with consultative planning. The firm is not an active ESG investor per its filing and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Location & Offices