A complete list of active advisors currently associated with RMC Investment Advisors

Warmer can help you find a great advisor at RMC Investment Advisors or one who fits your needs even better.

Resources Management Corp (RMC) provides discretionary and non-discretionary investment advisory services to high‑net‑worth individuals and their families, as well as institutions, corporations and municipal clients. The firm manages personal and trust accounts, retirement plans, profit‑sharing accounts, cash‑management portfolios and charitable gift annuity programs, and also serves as a sub‑advisor for certain clients. RMC’s process begins with collaboration to determine client objectives and risk tolerance, followed by strategic asset allocation to build individually constructed portfolios with equity and fixed‑income components; the firm expressly does not engage in tactical asset allocation or market timing. Investment selection relies on independent research and targets “core” equity holdings that have historically outperformed the S&P 500 over two‑, five‑ and ten‑year periods, while fixed‑income positioning and account limits are documented in written Investment Guidelines. The brochure discloses several features that are less common among peers: RMC explicitly lists municipalities as a client type, describes referral and consulting arrangements with commercial banks (including instances where the firm may pay a disclosed annual fee), and operates an affiliated entity, RMC Financial Services Corp, that provides bill‑paying, recordkeeping and administrative services to certain legacy accounts. The firm also provides performance reports to clients on request and details its custody, proxy‑voting and trustee/co‑trustee practices in its disclosure materials.

To learn more about the advisors currently working at RMC Investment Advisors, 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.