RM Investment Strategies provides discretionary portfolio management services to individuals, trusts, estates, and business entities. RM Investment Strategies works with clients to understand their financial objectives, time horizon, and risk tolerance before building a customized portfolio. The firm utilizes fundamental analysis, technical analysis, asset allocation, and tactical asset allocation, employing long-term and short-term purchases as well as periodic rebalancing. Additionally, RM Investment Strategies may recommend independent third-party investment advisers and can facilitate access to synthetic loans via box spread option strategies through SyntheticFi. The firm requires no minimum account size to begin services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum annual fee is 1.65%. Fees are negotiable and can be lowered by aggregating multiple accounts.