Putting the Pieces Together
Peace of Mind - In today’s complex and constantly changing marketplace, our independent and objective approach is what you need to help you best navigate and make sense of the many opportunities and challenges facing investors today. Combined with the stability that comes from our independent, privately owned firm that is not affiliated with any brokerage or commercial bank, our fiduciary approach mandates that client interests come first and you can rest assured that your wealth and well being will be well cared for.
RMH Investment Management incorporates a conservative, income-oriented approach to investment management designed to provide consistent, more predictable performance results. Our proprietary "Total Return" strategy incorporates rigorous, direct, in-house portfolio management and security selection tailored to each client’s long-term goals and objectives. Investment Policy Statement construction, Asset Allocation design, and Investment Manager Selection are also available as part of our comprehensive and integrated approach.
A well crafted financial plan is essential to achieving your long-term goals and objectives. Our financial planning professionals work directly with your investment portfolio to coordinate everything from tax, estate, and retirement planning, to planning for children’s and grandchildren’s educations. By developing a customized plan tailored to each individual or family’s situation, working with your outside advisors such as CPAs and attorneys, and managing your complex financial affairs, we remove the burden of worrying about these issues, freeing you up to pursue your passions and life goals.
Superior Client Service
At RMH Investment Management, we are completely focused and dedicated to providing the highest levels of client service and care. Our approach to client relationships includes providing each and every client with a dedicated portfolio management team. Combined with our commitment to investor education and regular contact and communications, we seek to get to know every client on a personal level so that we can develop long-term relationships to best understand and meet our client’s specific financial and investing needs. We provide regular reporting and communication to keep our clients informed with up-to-date and transparent access to their investments.
With a combined 30+ years of investment experience across different market cycles, the professionals of RMH Investment Management are able to harvest that knowledge and wisdom to help our clients best meet their long-term goals and objectives. As a central resource to the Tucson and Phoenix communities, we are actively involved in the civic, business and charity sectors through our volunteer work and social outreach. We pride ourselves in giving back to the community in which we live and invite you to learn more about our various charity involvements.