A complete list of active advisors currently associated with RMAS, Inc.
Warmer can help you find a great advisor at RMAS, Inc. or one who fits your needs even better.
Risk Management Advisory Services, Inc. provides discretionary investment supervisory services and individual portfolio management for individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and small businesses, managing roughly $91 million across about 95 client relationships. The firm offers continuous advice tailored to clients’ objectives, time horizons, risk tolerances and liquidity needs and implements portfolios that can include mutual funds, variable annuities and variable life insurance. The firm’s investment process is grounded in fundamental analysis and may employ both long- and short-term purchase strategies; account supervision is guided by each client’s stated investment policy and reviewed at least monthly. RMAS implements trades on a discretionary basis for securities selection and quantity, but engages with custodians so that clients receive transaction confirmations and quarterly custodial statements rather than additional firm-generated reporting. RMAS is notable for multiple affiliated business relationships: certain personnel are registered representatives of a broker-dealer and licensed insurance agents, and the firm’s personnel also operate a third‑party plan administrator and other affiliated entities. Those affiliations mean advisory personnel may recommend or implement commissionable insurance or brokerage products, may refer clients to (and receive referrals from) the affiliated plan administrator, and do not generally select broker‑dealers on clients’ behalf; RMAS also does not vote client proxies, leaving proxy decisions to clients.
To learn more about the advisors currently working at RMAS, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellmawr, NJ
| 31
| |
Bellmawr, NJ
| 55
|
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