At RubinBrown Advisors it is always our goal to provide you with comprehensive objective information to ensure you can make an educated decision about your financial future.  For your convenience, we have developed the following list of frequently asked questions:  

• Why did RubinBrown LLP establish RubinBrown Advisors?
• Why should I choose RubinBrown Advisors?
• How does RubinBrown Advisors get paid?
• Is RubinBrown Advisors a registered investment advisor?
• How does RubinBrown Advisors protect my personal information?

If you have additional questions, or if you would like to discuss a topic in more detail, please contact us directly.  

Why did RubinBrown LLP establish RubinBrown Advisors?

There are thousands of investment products and money managers from which to choose! We have heard from concerned investors that they need an advisor they can trust. They are looking for one who can offer objective and experienced advice and help them develop a strategy that balances their goals with their tolerance for risk. In addition, clients have told us they need help understanding the benefits and considerations of available investment alternatives. Furthermore, retirement plan sponsors and members of investment committees for foundations and endowments have expressed their concern and need to obtain assistance to meet their fiduciary responsibilities.

  Why should I choose RubinBrown Advisors?

Top 10 Reasons to Choose RubinBrown Advisors

1. We help clients identify, prioritize and achieve their goals and objectives.
2. We offer independence and objectivity.
3. We have an integrated suite of services using a team of highly skilled, experienced professionals in taxation, estate planning and investments.
4. We provide a high level of service, including frequent client communication.
5. We follow a systematic, disciplined approach to investing.
6. We are fiduciaries, with no conflicts of interest.
7. We educate clients about investments and matters of personal finance.
8. We provide services for fees only, no commissions.
9. We are relationship, not transaction oriented.
10. We offer reasonable fees.

How does RubinBrown Advisors get paid?

As independent advisors:

• We work for you.
• We do not sell investment products.
• We do not receive commissions on investment recommendations or manage a proprietary portfolio.
• Our success is directly tied to your success.

We are generally paid a percentage of the assets for which we provide investment advisory services. Fees vary by the amount of client assets on which we consult.

Is RubinBrown Advisors a registered investment advisor?

Yes.  RubinBrown Advisors LLC is registered with the Securities and Exchange Commission as an investment advisor.  To view our Form ADV, click here.  

How does RubinBrown Advisors protect my personal information?