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Private Investment Management

Professionally managed client portfolios with personal service

The Private Investment Management advisory program is a customized client portfolio management program geared toward your specific investment goals.

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Professional, personalized Portfolio Management

When selecting the securities for your portfolio, we conduct a detailed analysis of companies, industries and overall economic conditions. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.

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Potential benefits of a managed portfolio

By appointing experienced investment professionals to provide you with investment advice, manage your portfolio and re-balance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments. After allocating your investments, we continually manage your portfolio and its performance. As part of this process, we ensure that your portfolio remains invested in financial instruments most suited to your current needs and objectives.

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Private Investment Management Summary

  • Ability to hold a wide range of asset types within one portfolio, potentially eliminating the need for multiple accounts

  • Top-quality portfolio management expertise and personal services for individuals and institutions who demand a high level of experience and personal service

  • One fee based on the size of your advisory account rather than traditional trade-based commission charges associated with brokerage accounts

  • The minimum account size for this program is just $50,000.

2065 San Elijo Avenue

Cardiff, CA  92007

© 2021 RG Bar Investment Group

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Brokerage and investment advisory products and services, are offered through Wells Fargo Advisors a member of FINRA and SIPC. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision you should seek advice from a financial, legal and/or tax professional and consider all the facts and circumstances of the investment. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Member FINRA/SIPC. 

 
This information is intended for use only by residents of the following states:
AZ, CA, CO, DE, FL, HI, IA, GA, IL, MA, MO, MN, NY, PA, SC, TN

 

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