A complete list of active advisors currently associated with RIM Group

Warmer can help you find a great advisor at RIM Group or one who fits your needs even better.

RIM Group provides investment advisory and portfolio management services to a mix of individuals, personal trusts and estates, charitable organizations, and institutional clients including corporations, endowments and retirement plans. The firm also offers bond and public finance advisory and business advisory services such as assistance with financing and transactional matters. The firm follows a structured process of detailed fact‑finding, documenting investment policy statements where appropriate, ongoing monitoring against benchmarks, and implementing strategies either directly or through third‑party money managers. RIM Group reports managing approximately $1.66 million in client assets, with roughly $1.47 million held on a non‑discretionary basis, and it discloses that clients may be billed under various arrangements including an option for performance‑based fees. Noteworthy for a single‑advisor independent firm, RIM Group accepts institutional and investment‑company type clients and undertakes pension consulting and public finance work in addition to retail portfolios. The firm’s principal maintains a separate licensed insurance and broker/agent practice that can generate commission‑based business under separate agreements, and the principal’s educational and charitable activities support occasional seminars or workshops for clients and community groups.

To learn more about the advisors currently working at RIM Group, 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.