RMB Capital

RMB Capital is an independent, majority employee-owned firm that offers advisory services and investment solutions for a diverse range of clients. RMB Wealth Management | For high-net-worth individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan (including financial planning tactics, customized asset allocation recommendations, and sophisticated investment solutions) that is designed to manage risk, seize opportunity, and drive results. RMB Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. RMB Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. RMB Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while optimizing outcomes for all retirement plan stakeholders.