RLB FINANCIAL

Overview

RLB Financial is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm acts as a capital allocator: it builds and manages portfolios, provides financial planning, and selects third‑party managers when appropriate. Insurance brokerage sits alongside its advisory services, so investment planning commonly integrates insurance solutions and annuity products. Investment positioning favors public equities as the primary driver of client portfolios. RLB Financial uses exchange‑traded equities and exchange‑traded funds for core market exposure while also employing separately managed accounts and third‑party manager relationships to implement customized sleeves. The firm does not position itself as an ESG investor. Fee arrangements include AUM‑based fees, fixed fees and other fee structures that can be combined depending on client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices