Financial Strategies to Take Care of Your Money So It Can Take Care of You

Work with a financial partner who will help you understand and nurture your wealth so that it can nurture you in return.

We Want You to Feel Excited
About Your Investments

You want to grow your wealth, but you’re unsure how to invest it to reach your long-term goals while having enough cash flow for your current needs. At Rubey & Rust Capital Management, we take the time to get to know you so we can work together to create a financial strategy that is unique to you.

With our collaborative approach in choosing investments and keeping you informed about your portfolio’s progress, we aim to make you feel both comfortable that your money is in good hands and excited about how your portfolio is invested. We believe that if you put good energy into your money, take care of it, and love it, it will take care of and love you back.

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What We Offer

Expertise

Our Chartered Financial Analyst® (CFA) designation and Personal Financial Planning credentials (PFP) are among the most respected in the industry.

Integrity

As an independent SEC Registered Investment Advisor (RIA) and fiduciary, our clients come first.

Client Care

Our clients receive personal attention in all levels of planning that only a boutique RIA firm can provide.

Our Clients

At Rubey & Rust Capital Management, our clients receive personal attention and customized advice and solutions. Our clients come to us for a variety of reasons:

I want to engage a highly credentialed advisor to protect and grow my investment portfolio.

I am a working professional and need a qualified advisor to manage my investments and plan for retirement.

I am retired and need an advisor to help create current, sustainable income in my portfolio.

I want to roll over or consolidate my 401(k) plans into an IRA to have more flexibility.

I just sold a property or business and need help investing the proceeds.

I am recently widowed and need assistance investing and managing my portfolio.

I received an inheritance and need help managing it wisely.

I am a professional millennial seeking a qualified advisor to help with financial planning.

Get to Know Our Family, Located in the East Bay

We are an independent, fee-only financial advisory firm based in San Francisco’s East Bay and founded by the daughter-father team of Margaret Rubey Rust and Chuck Rubey.

Margaret leads the day-to-day operations, with Chuck now serving in an advisory role. Both Margaret and Chuck carry the Chartered Financial Analyst (CFA) designation, the most rigorous credential in investment management. While most people with this designation manage money for large institutions, we focus on helping individuals and families understand their finances and grow their wealth.

Once you work with us, you become part of the family—we still serve our first few clients from when we started in 1992. While we’ve grown over the years, we stay true to our roots, focusing on being the best we can be at analyzing investments, building personalized portfolios, and helping our clients understand, grow, and feel comfortable with their finances.

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