Smart deals start with the right connections.
Access 800+ qualified LPs through CQ’s Investor Database.
Rubicon Global Group
Wealth Management, Asset Management
Rubicon Global Group is a suite of companies working towards enriching clients and the world through ethical investments. Their services emphasize ethical and Islamic investing to align with clients' values while contributing positively to humanity.
Overview and Management
Establishment Year
2003
Mission
To provide prudent, reliable, and ethical investment portfolios that align with clients' personal goals while contributing positively to humanity. They aim to maximize returns while adhering to ethical principles, emphasizing socially responsible and Halal investing.
Values
Compassion, empathy, integrity, socially responsible investing, and a commitment to 'doing well by doing good.'
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serves both individual and institutional investors, catering to Islamic and non-Islamic clients who prioritize ethical investment standards.
Generational Wealth Planning
Focuses on long-term wealth accumulation and risk-adjusted strategies for retirement and financial security.
Risk Tolerance
Emphasis on managing uncertainty and balancing risk-reward characteristics, including creating risk-adjusted value in client portfolios.
References or Case Studies
Can provide insights into partnerships with Charles Schwab & Co. and other best-in-class managers but no specific case studies mentioned.
Team Experience
Investment professionals with experience since 1991.
Notable Achievements
Emphasis on building portfolios aligned with ethical principles and achieving risk-adjusted returns.
Project Track Record
Partnered with Charles Schwab & Co. for institutional brokerage services.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Registered Investment Advisor.
Compliance History
mrahman@rubiconglobalgroup.com
Phone Number
503-997-2007
Address
Portland United States