What Makes Curi RMB Capital Unique
Curi RMB Capital Is Holistic
We work closely with you to examine all aspects of your organization’s retirement plan and gain an understanding of your goals. Curi RMB Capital provides ﬁduciary advice and consulting, while also serving as a “ﬁduciary quarterback” to help steer our clients towards the best retirement plans.
Dedicated Team of Retirement Specialists
Our retirement planning specialists work as an extension of your human resources department, leveraging specialized expertise about how different aspects of retirement plan performance impact your organization and stakeholders. Dedicated teams are supported by investment and advisory professionals throughout Curi RMB Capital, which amplifies our ability to drive impactful results.
Curi RMB Capital Is Results Oriented
To drive measurable improvements across retirement plans, we leverage an understanding of how each aspect can impact our clients’ fiduciary risks, costs, and overall success. To ensure clients have the best way to save for retirement, we focus on:
- Decreasing fiduciary risk through well-documented processes
- Providing quarterly funds monitoring and reporting
- Leveraging resources to reduce expenses
- Increasing employee participation
- Maximizing returns
Pricing is strategic in nature and based on alignment between clients and the Retirement Plan Solutions team. We work with clients to agree on pricing that is transparent, competitive, and fair. Our team also ensures that your pricing agreements with other retirement plan vendors are reasonable at the company and employee level.
As an independent firm, we have the investment advisory capabilities of a larger company, while maintaining the flexibility and personalized approach of a smaller organization. This gives us an unimpeded path to helping you retire smart and capitalize on your retirement savings.