Broker Check

Who We Serve

INDIVIDUALS AND FAMILIES

Multi-generational planning for families notwithstanding, we also enjoy working one-to-one with individuals who want five-star service and investment solutions that are product agnostic. Custom investment policy statements reflect all clients’ objectives and needs, as do the reviews and analyses of their portfolios.

BUSINESSES

We understand that building a successful business takes more than hard work. It takes a comprehensive financial plan that addresses every stage of its life cycle and one that also takes into account the owner’s personal financial goals. Succession plans, tax strategies, business valuation, retirement plans and various ways to protect a business are just a few of the ways RMR helps support business owners in their quest for success.

CHARITIES, ENDOWMENTS, AND NON-PROFITS

We are aware of the importance charities and non-profits place on their investments, and that endowments must grow in order to enrich their mission and those they serve. As a fiduciary, RMR has a long and robust history of working with foundations, endowments and other non-profit organizations. We help them invest more wisely even in challenging economies.

UNION PENSIONS — TAFT-HARTLEY PLANS

We understand the unique requirements of Taft-Hartley retirement plans that are developed for union employees. Our team at RMR is trained to meet these special needs through risk management, asset allocation, manager selection, monitoring, and performance measurement. Also risk management capabilities, due diligence and research qualifications allow us to work closely with our Taft-Hartley clients in meeting their needs and goals.

401(K) PLANS / DEFINED-BENEFIT AND DEFINED-CONTRIBUTION PLANS

The RMR team can assist with plan issues, investment monitoring and fiduciary responsibilities. 

We offer full fiduciary support, plan design, and benchmarking. We work with your company to ensure your plan design suits its business objectives.