Resources Management Corp (RMC) offers both discretionary and non-discretionary investment advice to high net-worth individuals, families, institutions, corporations, and municipalities. RMC manages various accounts, including personal, trust, retirement, profit-sharing, cash management, and charitable gift annuity programs. RMC collaborates with clients to determine their needs, objectives, and risk tolerance. They select asset classes through strategic asset allocation, blending money market funds, fixed income securities, and equities to increase the probability of achieving client objectives while reducing overall portfolio risk.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee may be negotiable.