Managing Private & Institutional Assets Since 1959

Products
Large Cap
Small Cap
All Cap
Balanced
CNI Charter RCB
Small Cap Value Fund
International

RCB Products

RCB's investment offerings follow a natural evolution. Our first was a Balanced portfolio, ideal for our original client base who were interested in preservation of capital and "winning by not losing." In 1978 RCB broke out the equity portion as a Large Cap Value product. RCB began offering a Small Cap Value product in 1994. By combining the best ideas from our Large Cap Value and Small Cap Value equity products, the All Cap product was introduced.

In 2008, RCB launched the International Value equity strategy, a natural extension of our domestic value equity strategies. Our thorough analysis of US companies includes the analysis of their international competitors as well as their global business units.

Additionally, RCB is the sub-advisor to the CNI Charter RCB Small Cap Value Fund, available in multiple share classes. (Please refer to ticker RCBSX for basic fund information.)

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