A complete list of active advisors currently associated with RMH Investment Management, LLC

Warmer can help you find a great advisor at RMH Investment Management, LLC or one who fits your needs even better.

RMH provides discretionary investment management and consulting to a range of clients, principally individual investors (including high‑net‑worth and non‑HNW clients) as well as trusts, estates, retirement plans and other entities. Services focus on ongoing portfolio management and account oversight, with assets custodied at third‑party broker‑dealers and fees charged as a percentage of assets under management. The firm’s investment process blends fundamental and technical analysis with both tactical and strategic asset allocation and periodic rebalancing, and RMH conducts comprehensive account reviews on a quarterly basis. RMH relies on traditional research and the professional judgment of its two‑adviser team (it does not currently employ AI in portfolio management) and may implement a range of securities including mutual funds, ETFs, traded and non‑traded REITs and interval funds. Distinctive aspects of RMH include its small, two‑adviser structure combined with nearly $98 million in assets under management and about 110 client relationships, which yields a relatively concentrated advisor‑to‑client ratio. The firm also offers educational seminars and workshops and houses advisors with advanced credentials (CFA charterholders and a Certified Divorce Financial Analyst), reflecting a mix of long tenure and recent specialized certifications within the team.

To learn more about the advisors currently working at RMH Investment Management, LLC, 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.