From automated portfolios to personalized wealth management, RB-ONW provides sophisticated investment solutions designed to help you achieve your financial goals with confidence and clarity.
Choose from different investment approaches based on your goals, risk tolerance, and time horizon.
Let our AI-powered algorithms build and manage a diversified portfolio tailored to your financial goals and risk tolerance.
Advanced algorithms continuously optimize your portfolio based on market conditions and your preferences.
Your portfolio is automatically rebalanced to maintain your target asset allocation as markets change.
Automatically harvest tax losses to offset gains and potentially reduce your tax liability.
Begin your investment journey with our automated robo-advisor. No minimum balance required.
Start Automated InvestingWork one-on-one with a dedicated financial advisor who creates and manages a customized investment strategy for you.
Your personal advisor understands your complete financial picture and provides holistic advice.
Investment strategy integrated with retirement, tax, estate, and insurance planning.
Regular meetings to review performance, adjust strategy, and discuss life changes.
Get a custom investment plan designed specifically for your financial goals and situation.
Schedule ConsultationTake control of your investments with our advanced trading platform. Buy and sell stocks, ETFs, options, and more with low commissions.
Professional-grade trading tools, real-time data, and customizable charts and watchlists.
$0 commission on stock and ETF trades. Options trades start at $0.65 per contract.
Access to premium research, analyst reports, and educational resources for traders of all levels.
Access professional trading tools and research with our self-directed investment platform.
Open Trading AccountAlign your investments with your values. Invest in companies making positive environmental, social, and governance impacts.
Invest in companies with strong ESG ratings, avoiding industries that don't align with your values.
Track the real-world impact of your investments with detailed ESG reporting and metrics.
Specialized portfolios focused on renewable energy, clean technology, and climate solutions.
Build a portfolio that generates returns while making a positive impact on the world.
Start ESG InvestingChoose from a wide range of investment products to build your ideal portfolio.
AI-managed portfolios automatically adjusted based on your goals and market conditions.
Traditional, Roth, SEP, and Rollover IRAs with tax advantages for retirement savings.
Invest in companies with strong environmental, social, and governance practices.
Advanced platform for stocks, ETFs, options, and crypto with $0 commissions.
Beyond investments, we provide holistic financial planning services to help you achieve all your financial goals.
Create a comprehensive retirement plan that ensures you can maintain your lifestyle throughout retirement.
Protect your assets and ensure your wealth is transferred according to your wishes with proper estate planning.
Strategies to minimize your tax liability and maximize after-tax returns on your investments.
Our disciplined investment approach has delivered consistent results for investors across market cycles.
Average Annual Return (5-Year)
S&P 500: 7.2%
Client Retention Rate
Industry average: 85%
Assets Under Management
Growing 35% annually
Client Satisfaction Rating
Based on 2,500+ reviews
*Past performance does not guarantee future results. Investment returns are not guaranteed and may fluctuate.
View Detailed PerformanceSee how your investments could grow over time with compound interest.
Initial investment: $0 | Total contributions: $0 | Investment growth: $0
Find answers to common questions about investing with RB-ONW.
Getting started is simple: 1) Create an RB-ONW account online in about 10 minutes, 2) Complete our investment profile questionnaire to determine your risk tolerance and goals, 3) Choose your investment strategy (robo-advisor, self-directed, etc.), 4) Fund your account (minimum $5 for robo-advisor, $0 for self-directed trading), and 5) Start investing! Our platform will guide you through each step.
Our fee structure is transparent and competitive: Robo-advisor accounts charge 0.25% annually (no minimum). Self-directed trading has $0 commissions for stock and ETF trades, with options at $0.65 per contract. Managed accounts with human advisors range from 0.50% to 1.00% annually depending on portfolio size. All accounts have no account maintenance fees, no inactivity fees, and no transfer fees. Expense ratios for ETFs in our portfolios average 0.10%.
Yes. RB-ONW Investments is a registered investment advisor with the SEC. Securities in your account are protected up to $500,000 (including $250,000 for cash claims) by SIPC. We use bank-level security including 256-bit encryption, two-factor authentication, and biometric login options. Additionally, we carry excess SIPC insurance providing additional protection up to an aggregate limit of $150 million. Your assets are held with our custodial partner, a top-tier financial institution.
Yes, we make it easy to transfer your existing investment accounts. We support ACAT transfers for most brokerage accounts, IRA transfers (including Roth conversions), and 401(k) rollovers. The process is completely handled by our team - you just provide your existing account information and we coordinate the transfer. Most transfers complete within 5-7 business days. We cover any transfer fees charged by your previous institution (up to $100) and never charge transfer fees ourselves.
Our robo-advisor automatically employs tax-loss harvesting to offset gains, which can reduce your tax liability. For retirement accounts (IRAs), contributions may be tax-deductible (Traditional IRA) or withdrawals may be tax-free (Roth IRA). In taxable accounts, you'll receive a consolidated 1099 form for tax reporting. We recommend consulting with a tax professional for personalized advice. Our tax planning services can help optimize your investment strategy for tax efficiency.
Join over 150,000 investors who trust RB-ONW with their investment goals. Whether you're just starting or managing significant wealth, we have solutions designed for you.
No minimums for robo-advisor • $0 stock/ETF trades • SIPC Protected • 24/7 Support