CHICAGO--(RMB Capital Management, an independent investment advisory firm dedicated to serving the best interests of both individual and institutional clients, were ranked among the “Top 100 Independent Wealth Advisors” for the fourth consecutive year by Barron’s, a leading financial publication.)--The co-founders of
“We have an entrepreneurial and collaborative culture, so this recognition really reflects the firm as a whole”
In its August 27, 2012 issue, Barron’s recognized the year’s top independent advisors, based in part on the volume of assets they oversee along with their teams, the overall quality of the advisors’ practices, and the revenues generated by the team. Selected from nominees across the United States, RMB’s co-founders were named two of the best independent advisors in the nation:
- Richard M. Burridge, Jr., chief executive officer (CEO), chief investment officer of RMB Capital Management, was named 24 out of 100.
- Frederick Paulman, president of RMB Capital Management, was named 25 out of 100.
“We have an entrepreneurial and collaborative culture, so this recognition really reflects the firm as a whole,” said Richard Burridge, RMB’s CEO and chief investment officer. “The entire team does an excellent job of remaining focused on each client’s best interests while putting our holistic wealth management approach and our disciplined investment philosophy into practice on a daily basis. I truly believe our model positions clients for long-term success, and we look forward to serving our clients for many generations to come.”
RMB Capital Management was also recognized as a “Premier Advisor” by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers.
The selection process was based on NABCAP’s proprietary system with the ultimate goal of providing investors and advisors with a trusted standard of excellence to help guide them within the financial services industry. The evaluation process assessed 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average assets under management (AUM) per client.
RMB Capital Management opened its Chicago headquarters in 2005. In August, the firm celebrated the first anniversary of its Colorado office, which is located in the Cherry Creek area of Denver, Colorado.
About RMB Wealth Management
RMB’s wealth management philosophy is rooted in a dedication to knowing its clients personally, so that RMB can thoroughly understand client goals, interests, concerns, and risk tolerances. RMB collaborates with clients’ other trusted advisors (estate attorneys, tax advisors, and corporate benefits managers), making certain the firm is completely aware of all aspects of clients’ finances. By taking each client’s entire situation into consideration, RMB is able to create a customized and comprehensive wealth management plan, including asset allocation and investment recommendations based on a client’s individual goals for wealth preservation and growth.
About RMB Capital Management
RMB Capital Management is an investment advisory firm that provides affluent individuals and institutional clients with a high standard of care and is dedicated to serving their best interests. In the wealth management practice, RMB serves as the central advisor, overseeing all financial matters for individual and family clients and connecting them to the products and services that best fit their needs and goals. In the asset management practice, RMB subscribes to an investment philosophy based on several key principles – taking a long-term view, conducting fundamental analysis, being opportunistic yet disciplined, and avoiding unnecessary risk. With an open architecture, RMB offers clients a broad spectrum of both internally and externally managed investment programs. Headquartered in Chicago with offices in Denver and Jackson Hole, Wyoming, RMB is recognized as a leading independent advisory firm. To learn more about RMB Capital Management, visit www.rmbcap.com.