RBB Fund's Benefits:

The RBB Fund, Inc. ("RBB"), the largest single series trust in assets, streamlines that process for qualifying investment advisors. RBB's Plug and Play solution is designed for investment advisors who typically have sufficient scale. The portfolios within RBB gain economies of scale that allow them to compete more effectively against their larger counterparts. RBB is an ideal solution for investment advisors who are interested in managing investment monies and distributing product, and would prefer to outsource the fund management, administration, processing, and regulatory support functions to an experienced management team, service providers as well as independent directors.

Requirements include:
  • Initial approval by the RBB Product Committee.
  • Limited to those who have or can achieve scale.