At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com. This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.
View Top Employees from RMB CapitalWebsite | http://www.curirmbcap.com |
Revenue | $90 million |
Employees | 179 (179 on RocketReach) |
Founded | 2005 |
Address | 115 S. LaSalle 34th floor, Chicago, Illinois 60603, US |
Phone | (312) 993-5800 |
Fax | (312) 993-5801 |
Technologies |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Asset Management, Retirement Plan Consulting, Alternative Investments |
Web Rank | 6 Million |
Keywords | Investment Management Services, Wealth Management Solutions, Family Office, Asset Management, Tailored Investment Solutions, Institutional Investor Services, High-Net-Worth Individuals |
Competitors | Abacus Wealth Partners, Bailard, Inc., Cassaday & Company, Inc., Lido Advisors, LLC, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
Looking for a particular RMB Capital employee's phone or email?
The RMB Capital annual revenue was $90 million in 2024.
Frederick Paulman is the President of RMB Capital.
179 people are employed at RMB Capital.
RMB Capital is based in Chicago, Illinois.
The NAICS codes for RMB Capital are [52, 523, 5239, 52393].
The SIC codes for RMB Capital are [62, 628].