18 years down, many more to go! RMB celebrated its 18-year anniversary on April 1. Over the last 18 years, RMB Capital has evolved tremendously. Here are some of our most recent updates.
RMB Brand Refresh
You may have noticed some changes to our brand since the start of the year. We’ve moved to a more modern font and simpler color scheme, all the while keeping the mighty oak tree at the forefront of our brand. The iconic oak tree represents strength, stability, deep roots, and growth—characteristics that are at the heart of RMB. It is a constant reminder of what we believe in and stand for day-to-day. You may also notice that we’ve shifted from the “New Yorker-esq” images to photography as part of our modernization. We are excited about the changes and invite you to visit our website to experience the improvements for yourself.
RMB’s Texting Policy
Ever wonder why texting with your advisor isn’t an option? RMB employees are prohibited by the SEC from conducting certain business by text or apps/platforms unless such communications are being archived. You may have heard in the news that the SEC has stepped up policing and enforcement of this rule, imposing significant fines on some banks and RIAs recently. RMB is working on a solution that would make texting compliant with SEC rules and is anticipating rolling it out sometime later this spring. We hope to have an update for you soon!
Upcoming Client Events
We are thrilled to be offering a slate of events across our offices this spring. If you are interested in attending, please keep an eye on your email for an invitation and event information.
- Tuesday, May 16, 12 pm | Denver Market Outlook Luncheon at The Clayton
- Thursday, May 18, 5 pm | Lake Forest Market Outlook Dinner at The Deer Path Inn
- Tuesday, May 23, 12pm and 5 pm | St. Joseph Market Outlook Luncheon and Dinner at Shadowland Ballroom
- Wednesday, May 31, 5 pm | Oakbrook Terrace Market Outlook Dinner at The Drake - Oak Brook
- Thursday, June 1, 1 pm | Live Market Outlook Webinar
- Thursday, June 8 | RMB Panel at the East Bank Club (Chicago)
Our team is excited to welcome our newest team member, Reece Piotter. Reece joined RMB in early March as a Wealth Management Associate. Prior to RMB, Reece served as an Associate Portfolio Manager & Credit Analyst at Madison investments. Prior to Madison Investments, Reece served as Fixed Income Associate at Reinhart Partners, Inc. When Reece isn’t in the office, he enjoys playing golf, checking out MKE’s newest restaurants, and serves as President of the Milwaukee Area Sigma Chi Alumni Chapter. Don’t be surprised if you see his name come across your email soon!
The opinions and analyses expressed in this communication are based on RMB Capital Management, LLC's ("RMB Capital") research and professional experience are expressed as of the date of this presentation. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future performance, nor is it intended to speak to any future time periods. RMB Capital makes no warranty or representation, express or implied, nor does RMB Capital accept any liability, with respect to the information and data set forth herein, and RMB Capital specifically disclaims any duty to update any of the information and data contained in this presentation. The information and data in this presentation does not constitute legal, tax, accounting, investment, or other professional advice. Past performance is not indicative of future performance, and there is a risk of loss of all or part of your investment. This information is confidential and may not be reproduced or redistributed to any other party without the permission of RMB Capital. RMB Asset Management is a division of RMB Capital Management.
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