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We Invest in You,
Giving You the Best of All Worlds

Your mission is to help your clients achieve their personal and corporate goals. Our mission is to help you fulfill your mission by investing in you. Giving you access to the ultimate one stop in resources, education, investment guidance and operational support. Most importantly an all-embracing community. We’ve been providing this partnership service to our Advisors and continuously building upon it since 1986.

In addition to our team, we also partner with a wealth of vendors whose products and services can help you streamline your business. Imagine improving your efficiency, thus in turn the effectiveness of the services you provide to your clients. This relationship allows a winning combination, allowing retention of your independence while having our support. Empowering you to help your clients achieve their personal goals and create a financial plan that will help them realize their ambitions for those big life moments that most to them and their families.

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Help Your Clients Create a Financial Plan, That Will Help Them Achieve All Those Big Life Moments.

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Our Flexible Shared Services Platform:
Partnering with Great Companies

Reporting & Trading

Financial Planning

Primary Custodian

Secondary Custodian

Secondary Custodian

Retirement Plan Reporting

Customer Relationship Management

Insurance Agency

Benefits Administration

Digital Asset Custodian, Reporting & Trading

Investment Analytics

When it Comes to Administrative Work, We Do the Heavy Lifting


Save valuable time by having our proposal team prepare a customized client proposal ready to share with your prospect in 72 hours or less.


Ensure accurate, efficient paperwork, processing, and client follow up through the support of our operations team.


Improve communications with prospects and clients when our team generates a variety of investment and account related reports.


Stay focused on your client relationships and let our team handle customer transactions.

Financial Planning & Analysis Backed by Our Team

Gain time and insights by outsourcing your Financial Planning to one of our CERTIFIED FINANCIAL PLANNER™ Professionals. They’ll create a comprehensive financial plan directly for your client and even deliver your presentation for you.

Outsource Your Investment Management

Spend time building relationships and let RMR’s investment Managers and Traders perform your investment selection, trading, distribution management tasks, and stay up to date with market changes. Your clients can benefit from both our Active portfolio strategies and we are flexible to allow for account specific customizations. Our programs account for varied account sizes with minimums as low as $2,500 [*As of November 2021, the Generations Models have over $530,000,000 in assets under management in over 1,200 customer accounts.]

Win More Business: Bring Digital Assets to Your Clients.

Let’s Navigate This Frontier Together

Getting on top of new product offerings like Digital Assets can be difficult. So can handling the related investment management and administrative tasks, especially in the infancy of the digital asset movement. At RMR, we’re here to help, so that you can present digital asset investment opportunities to your clients like a seasoned pro. Our Digital Investment Management Experience (DIME) Program, our research and due diligence, and our trading and reporting support, allows you to deliver a familiar client experience and access to this new frontier.

A key RMR partnership facilitates this process:

Gemini is a digital asset custodian and trading platform that takes full custody of the direct owned digital assets, eliminating the worry over storage of private keys and seed phrases. Gemini and BITRIA have joined forces to fully integrate BITRIA’s industry-leading crypto portfolio management platform with Gemini’s institutional-grade custody and exchange capabilities. Learn more.

Be on the cutting edge and give your clients the best and broadest investment opportunities and fast-track your practice to achieve new heights. Just think. You can bring direct ownership of digital assets and strategies into your clients’ accounts. We handle all trading at our discretion like an SMA, keep you involved, and empower you with education and tools to build knowledge of this new asset class and relay critical information to your clients.

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Resources For Your Every Need

Alternative Investments

A focused list of AI’s reviewed and vetted by our investment committee including Digital Assets.


Monitored portfolios, SMAs, and commentary provided by our investment committee.

Fixed Income

Analysis of and access to fixed income positions and SMA portfolios.

Fixed & Variable Annuities

Analysis of and access to Fee Based Fixed and Variable products.


Support through the recommendation, quoting, and processing of Life & Disability Insurance.

Trust and Estates

Access to our network of law firms and attorneys.


Access to our network of CPA’s for support with your taxation questions.

Property and Casualty

Access to our network of P&C agents.

Charitable Planning

Support and guidance in charitable planning strategies.

Corporate Consulting

Consultative support for HR & benefits considerations for M&A, growing organizations, and new businesses.

Retirement Plans

Vendor RFP’s, investment lineup selection, plan design, and more.

Group Insurance

Vendor RFP’s, design support, analysis, and recommendations.

Benefits Administration

Access to HR solutions for onboarding, benefits administration, and enrollment.

Payroll Solutions

Access to payroll relationships for small, medium, and large sized businesses.

Financial Wellness

Access to a variety of wellness platforms and in-house educators.


Notification of license expiration, CE requirements, and assistance in the renewal process.

Lead Generation Seminars

Access to seminars and leads generated from our retirement plans and public employee programs

We’d Love to Have You Join Our Team of Advisors… And Here’s How

Methods of Affiliation

Wealth Advisors are employees of the firm working for the firm as part of the overall team servicing clients. Wealth Advisors are rewarded through the growth and retention of their clients and based on the growth and development of the firm.

Financial Advisors are Independent Contractors with options about how they access the RMR community and enjoy operational, educational and lead generation support.

Through our TAMP programs – GAME & DIME, access our investment management and operational support and maintain your licenses elsewhere.

Levels of Affiliation

Grow your practice and take it to the next level with access to RMR’s services, support outsourcing, and lead generation opportunities.

Advisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $500,000 in gross revenue.

Reserved for those Advisors & Key Staff members who work within our network to support certain lines of business and assist our Advisors with growing their respective businesses.

For more information on Adivsory Services, please fill out the form below