RMB Capital
RMB Capital Management, LLC is an employee-owned investment manager based in Chicago, Illinois, with additional offices in several U.S. cities. The firm specializes in providing a range of financial services, including retirement analysis, tax planning, estate planning, education funding, insurance analysis, and charitable giving, primarily targeting high-net-worth individuals and families. RMB Wealth Management focuses on creating personalized financial plans and investment strategies tailored to the specific needs and long-term goals of its clients. For institutional investors, RMB Asset Management offers a variety of equity, fixed income, and alternative investment strategies managed by experienced portfolio managers. The firm conducts in-house research and employs a fundamental analysis approach to manage separate client-focused portfolios, as well as hedge funds, investing primarily in the U.S. public equity and fixed income markets. RMB Capital was founded on April 1, 2005.
RMB Jacobus, founded in 1985 and based in Milwaukee, was a multi-client family office that specialized in wealth management and family office services for high-net-worth individuals and families. The firm offered a comprehensive suite of services, including investment management, tax planning, estate planning, charitable giving, family education, and business consulting. Its client base consisted of individuals, multigenerational families, foundations, partnerships, and trusts across the United States. RMB Jacobus aimed to assist clients in navigating complex financial landscapes, ensuring effective wealth management and inter-generational wealth transfer. However, as of October 2017, the firm ceased operations following its acquisition by RMB Capital.
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