Press

For the second time, Raub Brock Capital is proud to have been selected as a member of the Financial Times Top 300 Registered Investment Advisers! The list recognizes top independent RIA firms from across the U.S.

The independently generated list recognizes top independent RIA from across the country based on assets under management, asset growth rate, years of experience, management’s credentials, online accessibility and compliance records. The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. Read the accompanying article, here https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4


Raub Brock Capital Management is thrilled to have made it into the top 230 firms overall in Financial Advisor magazine’s annual list of the top RIAs by size.

The RIA channel eclipsed $70 trillion in registered assets under management in 2017, according to a study sponsored by the Investment Adviser Association. In the 17 years the IAA has tracked RIA growth, AUM has grown by a cumulative 220% and at a compound annual growth rate of 8.1%. There are more than 680 RIAs with at least $1 billion in client assets, according to a November 2017 Cerulli Associates report. This club accounts for less than 4% of the total number of RIAs, but controls 32% of the RIA channel’s workforce and 60% of its assets. Read the accompanying article, here https://www.fa-mag.com/userfiles/000002018_IMAGES_ALL/FA_ISSUES_2018/07_JULY_2018/RIA_2018_Ranking.pdf


San Francisco, CA (May 12, 2015) – The Raub Brock Dividend Growth Portfolio was named a Separately Managed Account (SMA) Manager of the Year during the 2015 Envestnet Advisor Summit in Chicago on May 7th. The 11th Annual Separately Managed Account (SMA) Manager of the Year Awards are given by Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine.

Raub Brock Capital Management’s Dividend Growth Portfolio captured a "best in class" honor in the U.S. Large Cap Equity category.

“We are very pleased that Envestnet, Inc. and Investment Advisor magazine have recognized the Raub Brock Dividend Growth Portfolio’s strong and consistent history of risk adjusted performance put forth by the investment team, in both good times and bad,” said Richard Alpert, Managing Partner. Read the accompanying article published in the June 2015 issue of Investment Advisor magazine, here.

The award finalists and winners were chosen using the systematic, proprietary, and multi-factor evaluation methodology developed by Envestnet | PMC's Premium Research Solutions, a leading source of investment manager due diligence and research applications for advisors. Its evaluation framework considers performance, firm profile, customer service, investment process and style, composite, tax efficiency, and other quantitative and qualitative criteria.


Our PSN Top Guns of the Decade Categories Include:

2016
Large Cap Universe (#1)
Large Growth Universe (#2)
U.S. Growth Universe (#10)

2015
Large Growth Universe (#3)
Large Cap Universe (#4)
U.S. Growth Universe (#4)
U.S. Equity Universe (#8)

2014
Large Cap Universe (#3)
Large Growth Universe (#3)
U.S. Growth Universe (#4)
U.S. Equity Universe (#6)

2013
Large Growth Universe (#1)
U.S. Growth Universe (#2)
U.S. Equity Universe (#4)

 

2012
Large Growth Universe (#1)
U.S. Equity Universe (#1)
U.S. Growth Universe (#1)
Large Cap Universe (#4)

2011
U.S. Growth Universe (#1)
Large Growth Universe (#1)
Large Cap Universe (#3)
U.S. Equity Universe (#6)

2010
Large Growth Universe (#1)
U.S. Growth Universe (#5)
Large Cap Universe (#9)

About PSN

In 1984, Informa Investment Solutions, Inc. introduced the first commercially available investment manager search and evaluation databases—Plan Sponsor Network, or PSN. PSN offers financial professionals high-quality, in-depth data on U.S., non-U.S. and global investment managers. There are over 2,000 investment managers participating in the PSN database, which covers more than 20,000 domestic and international investment products. Investment consultants, plan sponsors and brokerage firms use PSN to perform manager searches and ongoing evaluation. Money managers use PSN for competitive analysis and positioning. Participation in the PSN database is the mandatory starting point for many client manager research processes. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.

PSN and Informa Investment Solutions have no affiliation with Raub Brock Capital Management, but rather evaluate investment managers’ performance on an objective basis.

Top Guns of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns of the Decade.


Raub Brock Capital Management, LP
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