RMB Capital is a rapidly growing independent investment and advisory firm that serves a diverse range of clients. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Founded in 2005 and headquartered in Chicago, RMB has well over 200 employees and more than 10 offices around the country, including Denver, Milwaukee, Minneapolis, and Washington, D.C.
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation.
- Planning Process | RMB is committed to understanding each client’s needs, goals, preferences, and unique circumstances—and then crafting, implementing, and evolving a personalized plan to address them. This in-depth process begins before a formal client relationship is even established.
- Investment Approach | RMB’s wealth management and asset management teams work side by side to design and deliver customized asset allocations and sophisticated investment solutions. Specific recommendations are based on individual needs and considerations, such as saving and spending rates, liquidity, diversification, time horizon, and tax status.
- Standard of Service | RMB aims to deliver a client experience that demonstrates how much we care about each client. With a focus on being proactive, accessible, thoughtful, and solution-oriented, the goal is to provide peace of mind while managing risk, seizing opportunity, and driving results.