Media Contact
Shawn Malayter, Senior Associate
Greenhouse Partners
(872) 267-2636
smalayter@greenhousepartners.com
RMB Wealth Management
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 Family Office Services
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.
RMB Asset Management
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
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.
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Facts and Figures
$9.05B AUM¹
Increased from $500M at inception
96.8%
client retention²
New business driven by referrals and word of mouth
148
employees
31
CERTIFIED FINANCIAL PLANNER™ (CFP®)
26
Chartered Financial Analyst® (CFA®)
Estimated AUM and all other information as of 12/31/22. RMB Capital Firm inception date: 4/1/2005.
¹Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM.
²Calculated over the last five-year period. All information presented is subject to change at any time and is provided only as of the date indicated.
