RMB Capital Management Earns Industry Accolades

CHICAGO–(BUSINESS WIRE)–The co-founders of 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.

“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
nationally-registered 501(c)(3) nonprofit organization, established to
serve the needs of the investing public by helping identify top wealth

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
, which is located in the Cherry Creek area of Denver,

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

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.

Open all references in tabs: [1 – 8]


Saturday, September 29th, 2012 EN

No comments yet.

Leave a comment

You must be logged in to post a comment.