RMB Capital is an independent investment advisory firm focused on preserving and growing wealth for individuals, families, institutions, and employers. At RMB Capital, we leverage our team's insights and expertise to deliver specialized financial advice and innovative investment solutions that are designed to preserve and grow assets over the long term.
RMB Wealth Management offers what we believe is a rare combination of capabilities when it comes to in-house planning and investment expertise. Our iterative, planning-through-implementation process establishes the foundation for managing each client's complex financial picture, even as market conditions and personal circumstances change.
RMB Wealth Management offers what we believe is a rare combination of capabilities when it comes to in-house planning and investment expertise. Our iterative, planning-through-implementation process establishes the foundation for managing each client's complex financial picture, even as market conditions and personal circumstances change.
Services
At RMB Capital, our goal is to create value for our clients. Leveraging our team's insight and expertise, we deliver specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management.
RMB Wealth Management provides comprehensive financial planning and investment solutions that help you spend more time focused on living. We'll manage the finer details, stewarding your wealth in an effort to make the life you want possible. We are so committed to creating lasting relationships that we strive to demonstrate our capabilities and rigor before you even become a client.
RMB Family Office Services is predicated on the understanding that increased wealth and increased complexity tend to go hand in hand-and that complexity, by its very nature, cannot be uniformly defined. For this reason, flexibility is the defining characteristic of our service model. Based on the nature and scope of services you desire, we tailor solutions and customize a corresponding pricing agreement.
Investing with conviction is at the core of RMB Asset Management. To us, conviction means our dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. We specialize in long-term, active investment strategies that span the market-cap spectrum and the globe.
RMB Retirement Plan Solutions calibrates all aspects of a retirement plan to optimize outcomes for the organization, its employees, and its executives. We serve as a co-fiduciary, providing comprehensive retirement plan consulting that is focused on driving measurable improvements. Examine all aspects of your organization's retirement plan-from plan design and administration to total plan costs.
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