Services

Investment Management

RMH Capital Advisors delivers portfolio management solutions using the total universe of investible securities, both publicly traded and private issues.  Portfolios might include stocks, bonds, mutual funds, options, certificates of deposit, real estate investment trusts, limited partnership interests or annuities, among others.

Emphasis is placed on diversification via asset allocation strategies.  The centerpiece of the client agreement is an Investment Policy Statement which defines

The Firm offers discretionary management services for the following common account registrations.

Taxable Accounts

Tax-Qualified Accounts

  • Individual
  • Traditional, Roth and SEP IRAs
  • Joint
  • Pension Trusts – 410(k), Profit Sharing, Defined Benefit
  • Corporate
  • 403(b)
  • Trust
  • 529 College Savings Plans
  • UGMA & UTMA (custodial)
  • Education Savings Accounts

Client Service Logistics

Please contact us to obtain a copy of our Form ADV Part II, which contains all disclosures.  You can also check out the Firm’s online registration at http://www.adviserinfo.sec.gov/IAPD/

Financial Planning

The Firm’s financial planning services are centered on the concept of performing as a “personal CFO.”  We understand that the investment accounts are a means to an end, and we will assist in defining and obtaining those end goals.  Planning services are offered in the following traditional areas.