Rhubarb Investments
You Only Live Once
Make it Count
Vision
Rhubarb Investments was founded with you in mind. Everyone has their own life passions. Mine is investing. Together we can make your hard-earned money work to help you pursue your passions.
Investment Philosophy
Investing is personal. Each person/family has different goals and risk tolerances. The best plan is the one you can stick with over the long term.
Forecasting financial markets is extremely difficult. We don’t predict the future. We try to construct portfolios built for an uncertain future.
You only get One Path. There are no “Do Overs” in investments.
Be Thoughtful.
Process
We sit down. I ask you questions. We work through your personal goals and circumstances. We develop a plan. You have your own account (not commingled with other people’s money). I invest your money based on the plan we develop. From time to time, we talk about how things are going with you and with the investments. If needed, we adjust.
About Rhubarb Investments, LLC
Rhubarb is an Independent Fee- Only Registered Investment Advisor. We are a fiduciary. We aren’t paid commissions to recommend financial products to you.About Brian Cleugh
Investing was my passion before it was my profession. Prior to founding Rhubarb Investments I had a diverse work life. I started and ran the Northern California division for a Southern California based agribusiness. I was a Vice President at Wells Fargo Bank. I ran Acquisitions and Development for a commercial real estate company.Outside of work I enjoy surfing, a good taco, and camping with family and friends.Education
Dartmouth, MBA
Cal Poly San Luis Obispo, BS