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Wealth Management


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Preserve, manage, and grow your wealth

With our focus on wealth preservation through fiduciary-based investment strategies, we support our high-net-worth clients (with over $750,000 in investable assets) with a complete range of specialized services that meet the highest standards.

 

At Rabobank, our team of specialists has the knowledge and expertise to assist you with every aspect of your finances, including:

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

Rely on your Wealth Advisor to coordinate the full range of services you need to preserve, manage, and grow your wealth — from strategy and planning through ongoing management and administration.

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

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

 

Investment Note: Some Investments Are Not FDIC Insured, Have No Bank Guarantee, and May Lose Value.

 

The Rabobank Advantage

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Fiduciary Expertise

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 — unlike individuals, who often lack the oversight or experience to maintain these high standards. At Rabobank, you can expect an unparalleled level of expertise and transparency in the management of your assets.

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Active Investment Management

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 form of compensation from any other source — ensuring an unbiased commitment to helping you achieve your investment objectives.

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Seasoned Professionals

Your Rabobank team specializes in strategic wealth planning, investment management, trust and estate services, as well custody.

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