Thursday, May 23, 2013

RubinBrown Advisors Overview

As a wholly owned affiliate of RubinBrown LLP, one of the nation's largest accounting and business consulting firms, RubinBrown Advisors is dedicated to providing you a level of personalized service with integrity and expertise that reflects our parent firm's legacy of excellence.

We help our clients identify, prioritize and achieve their financial goals and objectives utilizing an experienced group of professionals that integrate your income taxes, estate planning and investment advice all in one place.

RubinBrown Advisors:

  • Is independent and objective
  • Serves as fiduciaries
  • Educates clients about investments and matters of personal finance
  • Is fee based only, no commissions
  • Offers no proprietary products
  • Is relationship, not transaction oriented
  • Offers a high level of service with frequent communication

We follow a systematic, disciplined and comprehensive investment approach. We also have direct access to the rest of the RubinBrown team, including a full range of integrated wealth management services.

In some cases, you may also benefit from reduced investment minimums and management fees through our strategic partnerships with institutional programs not available to individual investors.

Our relationships will also enable you to keep your all-in costs and fees at reasonable levels.

RubinBrown Advisors LLC adheres to strict privacy and confidentiality guidelines. To view a copy of our Privacy Policy, please click here.

 
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