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History

The RBB Fund, Inc is the first organized multiple series trust, founded in 1988

1988
2004
2015
2018
2019
2021
2021
2022
2024
RBB Founded
On boarded Vigilant as Independent Compliance Firm
Better oversight of the Funds, the Bank, and all service providers
Further protecting shareholders, RBB, our advisors
RBB became independent from the Bank
RFP and transition service providers
Lift out and on boarded James Shaw as Independent Officer of the RBB
Launched first ETF
RBB added Craig Urciuoli – Director of Marketing and Business Development
Promote growth of RBB
Expand ETF expertise to benefit shareholders through scale
RBB creates first known ETF under section 351 of IRS with SMA conversion
RBB oversees one of the initial early adopters in reorganizing a Mutual into an ETF
RBB added Steven Plump as CEO and President to accommodate the expansion and growth of RBB.
RBB Added Thomas Reynolds as Assistant Treasurer and Secretary to support growth and expansion
1998
2004
2015
2018
2019
2022
RBB Founded
On boarded Vigilant as Independent Compliance Firm
Better oversight of the Funds, the Bank, and all service providers
Further protecting shareholders, RBB, our advisors
RBB became independent from the Bank
RFP and transition service providers
Lift out and on boarded James Shaw as Independent Officer of the Trust
Launched first ETF
RBB added Craig Urciuoli – Director of Marketing and Business Development
Promote growth of Trust
expand ETF expertise to benefit shareholders through scale
RBB added Steven Plump as CEO and President to accommodate the expansion and growth of RBB.
Today, operating without a bank or service provider sponsor, RBB’s open-architecture, cost sharing model enables us to be the low-cost provider.
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A fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus and, if available, summary prospectus contain this and other important information about the fund, and it may be obtained by calling the fund, or visiting the fund's website (if available). Please read it carefully before investing. Mutual fund investing involves risk. Principal loss is possible.

Vigilant Distributors, LLC or Quasar Distributors, LLC is the distributor for all RBB Funds with the exception of the Penn Capital Funds, which are distributed by Foreside Fund Services, LLC.

The SEC does not approve or disapprove the shares of any mutual fund.

© 2024 The RBB Fund, Inc., The RBB Fund Trust All rights reserved.