We Invest in You, Giving You the Best of All WorldsYour 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.Contact Us Help Your Clients Create a Financial Plan, That Will Help Them Achieve All Those Big Life Moments. Contact Us Our Flexible Shared Services Platform: Partnering with Great Companies Reporting & TradingFinancial PlanningPrimary Custodian Customer Relationship ManagementInsurance Agency Benefits AdministrationDigital Asset Custodian, Reporting & Trading When it Comes to Administrative Work, We Do the Heavy Lifting Proposals Save valuable time by having our proposal team prepare a customized client proposal ready to share with your prospect in 72 hours or less. Operations Ensure accurate, efficient paperwork, processing, and client follow up through the support of our operations team. Reporting Improve communications with prospects and clients when our team generates a variety of investment and account related reports. Trading 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 ManagementSpend 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 TogetherGetting 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 BITRIA 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.Contact Us Resources For Your Every Need Alternative InvestmentsA focused list of AI’s reviewed and vetted by our investment committee including Digital Assets.EquitiesMonitored portfolios, SMAs, and commentary provided by our investment committee.Fixed IncomeAnalysis of and access to fixed income positions and SMA portfolios.Fixed & Variable AnnuitiesAnalysis of and access to Fee Based Fixed and Variable products.InsuranceSupport through the recommendation, quoting, and processing of Life & Disability Insurance.Trust and EstatesAccess to our network of law firms and attorneys.TaxationAccess to our network of CPA’s for support with your taxation questions.Property and CasualtyAccess to our network of P&C agents.Charitable PlanningSupport and guidance in charitable planning strategies.Corporate ConsultingConsultative support for HR & benefits considerations for M&A, growing organizations, and new businesses.Retirement PlansVendor RFP’s, investment lineup selection, plan design, and more.Group InsuranceVendor RFP’s, design support, analysis, and recommendations.Benefits AdministrationAccess to HR solutions for onboarding, benefits administration, and enrollment.Payroll SolutionsAccess to payroll relationships for small, medium, and large sized businesses.Financial WellnessAccess to a variety of wellness platforms and in-house educators.LicensingNotification of license expiration, CE requirements, and assistance in the renewal process.Lead Generation SeminarsAccess 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 AffiliationWEALTH ADVISORS 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 Financial Advisors are Independent Contractors with options about how they access the RMR community and enjoy operational, educational and lead generation support.PORTFOLIO MANAGEMENT Through our TAMP programs – GAME & DIME, access our investment management and operational support and maintain your licenses elsewhere.Levels of AffiliationFINANCIAL/WEALTH ADVISOR Grow your practice and take it to the next level with access to RMR’s services, support outsourcing, and lead generation opportunities.VICE PRESIDENT Advisors who have accumulated over $50,000,000 in assets under management or who are producing annually more than $500,000 in gross revenue.DIRECTOR 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.