OUR FIRM

We strive to be the leading provider of innovative investment solutions for investors, and our competitive edge is our research driven macro style of investing.

RBA is an investment manager focusing on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively-driven portfolio construction.

RBA AT A GLANCE

2009
Year Founded
$15.2 B
AUM/AUA (as of 3/31/24)
33
Employees
8
Investment Committee Members
FIRM HISTORY

RBA was founded by Richard Bernstein in 2009 and is headquartered in New York City.

Our top-down macro, research-driven approach differentiates our firm from the more common, traditional bottom-up approach of most asset managers. That research starts with Richard Bernstein, our CEO, who is widely recognized as an expert in style investing and asset allocation. He has over 40 years' experience on Wall Street, including most recently as the Chief Investment Strategist at Merrill Lynch & Co.

We provide our clients with tailored asset allocation solutions that are embedded with our intellectual capital. Our products are available at most major financial wirehouses, select RIA platforms & TAMPS and for institutional investors.

OUR PEOPLE

Our greatest resource is the expertise and experience our employees bring to RBA.

Our team brings decades of combined experience in the investment industry. As a firm, we value individuality, creativity and contributions from everyone regardless of experience level.

CULTURE & COMMUNITY

Best Places to Work

For three years in a row, RBA has been awarded P&I's Best Places to Work in Money Management. As a firm, we value individuality, creativity, and contributions from everyone regardless of experience level. We encourage all of our employees to bring their authentic selves to work. Best Places to Work in Money Management is a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback.

On December 11, 2023, the Firm was named as one of the "Best Places to Work in Money Management” for 2023 by Pensions & Investments, an independent publisher that delivers news, research and analysis regarding the institutional investment market. Eligibility for the award is limited to firms with at least 20 employees in the U.S., at least $100 million of discretionary, institutional assets under management or advisement, and be in business for at least one year. The award is based on an evaluation of a firm’s corporate policies and practices and an employee satisfaction survey, which is administered by the Best Companies Group. Firms are ranked against others of similar size. The specific process Pension & Investments uses to develop its awards is proprietary. The awards are not indicative of future performance, and there is no guarantee of future success. For additional information, visit https://www.pionline.com/best-places-work-money-management/how-best-places-work-money-management-survey-was-done. While a firm’s participation in the survey process is free, award recipients pay a licensing fee to Pension & Investments for the right to use and disseminate the awards.

CULTURE & COMMUNITY

Richard Bernstein Advisors & Spelman College Scholarship

"Through this innovative combination of scholarship and internship, we hope to immediately play a leading and significant role enhancing diversity in the asset management industry," said Richard Bernstein, CEO & CIO of RBA.