RMC's management style lends itself well to collaborating with corporate trustees to execute investment programs, thus relieving the trustee of the investment management responsibility and allowing them to focus on the practical needs of their clients. By removing the inherent conflict of interest of being both trustee and investment manager, It allows trustees to "sit on the same side of the table" as their clients.
We serve as the outsourced investment arm for banks and law firms for the asset management needs of trust assets. We assume the fiduciary responsibility and apply our disciplined investment management process to build and manage the client's portfolio within their specific guidelines. We provide sophisticated investment reporting, full transparency and attend periodic meetings with the trustee and client.