Introducing the RG Bar Investment Group

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The influence of Western financial institutions runs through nearly every imaginable landscape and icon of frontier folklore: the California Gold Rush, the Pony Express, the transcontinental railroad, the Civil War, and the Indian wars. From the Great Plains to the Rockies to the Pacific Ocean, the West’s financial operations embraced almost all social, cultural, and economic activities west of the Mississippi.

Until recently, Western firms justifiably dominated the financial landscape, having earned a trust based on demonstrable concern for clients. Firms like Wells Fargo, Sutro & Co. and Dean Witter made Montgomery Street the “Wall Street of the West.” Bankers like Darius Ogden Mills, who founded the Bank of California and then personally guaranteed its assets after an old-fashioned run on the bank, and Los Angeles’s first banker, Isaias W. Hellman, assured that those traditions made their way all the way down the coast.

The RG Investment Group (pronounced RG Bar) was founded as a throwback to these Old West values of trust, honor and courage.

RG works with clients to define their financial dreams and address what is really important to each individual or institution. We work with executives of public and private companies, entrepreneurs, professional athletes, scientists and engineers to incorporate an integrated approach to help ensure that their business, personal and family goals receive the attention they deserve.

Our goal is to be faithful stewards of your hopes and dreams; it is our expectation that no one who does not share your last name will ever care more about your financial wellbeing than we will.

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Structure

 

We put tremendous resources and effort into finding the right people for the right jobs, and we emphasize teamwork in everything we do.  

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