A complete list of active advisors currently associated with RHM Capital Management, Inc.

Warmer can help you find a great advisor at RHM Capital Management, Inc. or one who fits your needs even better.

RHM Capital Management, Inc. provides comprehensive portfolio management and pension consulting for individual and high-net-worth clients as well as some business entities. The firm manages roughly $25.6 million in discretionary assets and serves about 292 client relationships across its advisory practice. The firm assesses clients through one or more meetings to document goals and risk tolerance, then implements portfolios that may include exchange-traded funds, mutual funds, individual stocks and bonds, and cash equivalents; accounts are reviewed at least quarterly. RHM applies a mix of analytical methods (charting, fundamental, technical and cyclical) and uses a range of strategies from long-term holdings to short-term trading, option writing, margin and short sales where appropriate. Distinctively, RHM operates with an unusually high client-to-advisor ratio, managing hundreds of clients with a single designated advisor, and the firm’s principal is also a licensed insurance agent who devotes about 10% of their time to insurance activities that may result in commissions. The firm also relies on an institutional custody and brokerage relationship that provides research and operational services—arrangements the firm reviews for potential conflicts relating to soft-dollar benefits and best execution.

To learn more about the advisors currently working at RHM Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.