AAII Greensboro Chapter

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Reasonable Returns While Reducing Risks-A Practical Approach 

03-26-2023 13:07

 Description of Presentation                                                                                                                                                                 Recent market volatility has many investors concerned.  Rob Bernstein will share a well-tested portfolio strategy that seeks to provide long-term returns that exceed the overall market on a fraction of the risk. The discussion will provide tools to construct a low-risk portfolio, give you an exit strategy for when the market turns down, help you minimize drawdowns and give you confidence to invest money that has been sitting on the sidelines. You will walk away with tactical strategies that you can implement when you get back home

Rob Bernstein is the President of RGB Capital Group LLC where he manages personal and client portfolios.  Driven by the economic decline during the 2008 bear market, Mr. Bernstein started RGB Capital Group in August 2009 to help others avoid life altering declines.  Prior to starting RGB Capital Group, he was a consultant with Deloitte & Touche for over 11 years and served four years as Chief Information Officer at Newland Communities, a real estate development company. 

Mr. Bernstein has a B.A. in Quantitative Economics and Decision Sciences from the University of California, San Diego and an M.B.A. in Finance and Accounting from William E. Simon School of Business at the University of Rochester in Rochester, New York.  In addition, Mr. Bernstein holds a Series 65 License, has a CPA license (retired), is the President of the American Association of Individual Investors (AAII) San Diego Chapter and serves on the board of the National Association of Active Investment Managers.

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