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. Learn More
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. Learn More
RMB Family Office Services aims to strike each client’s optimal balance of control and freedom. With a fully customizable selection of planning, investment, accounting, and reporting services, our team of senior professionals delivers tailored solutions based on the desired scope of each relationship. Learn More
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. Learn More
RMB Retirement Plan Solutions focuses on driving measurable improvements across all aspects of an organization’s retirement plan in order to optimize outcomes for the firm, its employees, and its executives. We serve as a co-fiduciary, taking a holistic, impartial, disciplined approach to drive results. Learn More