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Wealth Management

Wealth Management services provided by a licensed, professional fiduciary are essential for high-net-worth individuals and businesses. In the fiduciary relationship, the client vests confidence and trust in an unbiased professional who provides advice and guidance. The fiduciary is required to act at all times for the sole benefit and interest of the client. However, individuals acting in a fiduciary capacity often lack the oversight to maintain these high standards.

In the world of professional investment management, banks acting in a fiduciary capacity as trustee or investment agent have the highest level of fiduciary responsibility imposed by federal regulations and state law. So you can expect an unparalleled level of expertise and transparency in every aspect of the management of your assets.

Rabobank N.A. Wealth Management Division offers the complete range of wealth management services, including:

  • Investment management of your individual portfolios, business reserves, and retirement accounts
  • Administration of your estate assets as a trustee, executor or conservator
  • Investment programs for endowments, non-profits, and private foundations

As a total return asset manager, our focus is on wealth preservation through fiduciary-based investment strategies designed to balance your goals and risk tolerance with current market conditions. Our goal is to give every client a superior level of performance tempered by our risk management practices. And our compensation is fee-based, so we receive no other forms of compensation from any other source — ensuring an unbiased commitment to helping you achieve your investment objectives.

Contact one of our experienced Wealth Advisors today for a comprehensive wealth management consultation:

San Luis Obispo
75 Santa Rosa St.
San Luis Obispo, CA 93405
Call 805-547-8500

Santa Barbara
33 E. Carrillo St.
Santa Barbara, CA 93101
Call 805-879-9307

2041 Forest Ave.
Chico, CA 95928
Call 530-891-3494 ext. 3223

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