AAII Houston January 2021 Webinar

Seeking Resonable Returns While Reducing Risk –
A Practical Approach to Investing

by Rob Bernstein,  RGBCapital Group

How should we deal with market uncertainty? How can we capture long-term returns that exceed the overall market with a fraction of the risk? How can we take advantage of the opportunities created when the market enters a correction? Spend a morning with investment professional Rob Bernstein as he reveals his time-tested strategy that strives to provide better risk-adjusted returns. He will share tools to construct a low-volatility portfolio, help you manage through future bear markets by providing you an exit strategy for when the market turns down and give you the confidence to invest money that has been sitting on the sidelines. You will walk away with tactical strategies that you can implement in your portfolio.

Join Us and Learn

  • How to measure investment risk.
  • Why managing risk doesn’t mean giving up on returns…in fact, quite the opposite.
  • Specific tools to help you manage through the next bear market.

Robert BernsteinRob 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.

Registration in adavance for this webinar is required.  To register:


Meeting Detail:

Date: Saturday, January 23, 2021

Time: 10:00 a.m. CDT Program
11:15 a.m. CDT Q&A

Location: This free webinar will be live streamed to your computer or mobile device.

If you have any questions, you can contact us by using the following form:

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