Originally formed as a family office, RMC is built on a heritage of providing personalized service for all individual and institutional relationships. RMC constructs custom portfolios tailored to your unique investment objectives. Unlike mutual funds or model portfolios, your assets are owned directly by you and are not commingled with those of other investors. This allows us to customize your investments appropriate for your risk tolerance and cash flow needs, seeking to optimize after-tax returns in an effort to meet your stated objectives.
Individuals & Families
Serving you and your family starts with knowing who you are. The critical first step is to understand your personal situation. Your needs and those of your family are met by our entire team, not just one individual or Portfolio Manager.
What are your financial objectives?
Whether you are planning for retirement, providing for education expenses, planning charitable giving or establishing your estate plan for future generations, a dedicated team of professionals will work with you to define your financial goals and aspirations.
Have you had or are YOU planning for a financial event?
Considering various retirement options, the sale of a private business or receiving an inheritance are among the many expected or unexpected financial circumstances our team routinely guides our clients through.
Do you plan to leave assets for the next generation?
By facilitating multi-generational family meetings and providing financial education and investment counsel, we help ensure that you and your family have a complete understanding of the day-to-day management of your investments.
Are you a corporate trustee without the investment management expertise?
RMC serves as the outsourced investment manager for banks and law firms to meet the needs of trust assets, allowing trustees to "sit on the same side of the table" as clients. We assume the fiduciary responsibility and remove the inherent conflict of interest of being both trustee and investment manager.
We take your institutional portfolio personally and construct it to reflect your organization's purpose. As an independent advisor held to the fiduciary standard, RMC's structure compliments your duty as fiduciaries.
Our team gets to know you and your organization to best understand its needs and objectives. RMC works alongside foundations, endowments and retirement plan sponsors to establish your organization's Investment Policy Statement. This aligns us as your investment partner, and serves as a critical guide.
Foundations & Endowments
Each organization is unique with specific requirements for managing assets to fund its charitable endeavors. RMC's investment team seeks to construct the appropriate asset allocation to accommodate spending policies and cash needs, with ongoing monitoring to ensure your organization fulfills its mission.
RMC brings its personalized service to a vital part of your business, with the goal of optimizing the retirement plan for you and your employees. Our investment team can advise on a self-directed (401)k plan, to encourage participant engagement and understanding, or manage a pension or profit sharing plan, to meet its defined objectives and obligations.