Leading provider of innovative, macro-driven investment solutions
RBA is an investment adviser and as of April 1, 2026 is a wholly-owned subsidiary of Janus Henderson US (Holdings) Inc.
RBA focuses on investment strategies that integrate macroeconomic research with quantitatively driven portfolio construction. Our research-driven macro approach is our competitive edge, supporting asset allocation and thematic solutions built to capture structural shifts and deliver differentiated outcomes.
RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City.
Richard Bernstein Advisors was founded in 2009 by Richard Bernstein, building on decades of experience in macro research and asset allocation. From the outset, the firm was designed to take a different approach, combining top-down macroeconomic analysis with disciplined, quantitatively driven portfolio construction.
Over time, RBA developed a reputation for independent thinking and differentiated insights, focusing on longer-term structural themes rather than short-term market narratives. This research-driven approach has remained central to how portfolios are constructed and how the firm engages with clients.
As client demand for model portfolios, SMAs, and macro-driven solutions has grown, so has the opportunity to expand the reach of RBA’s investment capabilities.
Today, as part of Janus Henderson, RBA enters its next phase of growth. The combination brings together complementary strengths in macro research, product innovation, and global distribution, while preserving the independent process and philosophy that have defined the firm since its founding.
