SERVICES

RMH Capital Advisors, LLC

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

  • Return objectives
  • Risk preferences
  • Tax considerations
  • Liquidity requirements
  • Other unique considerations

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

The Firm is not a custodian of assets.  We will assist clients in establishing accounts with third party custodians (brokerage firms or trust companies) that provide securities trading, reporting, electronic access and other services that facilitate the client/advisor relationship.

    • The Firm will deliver quarterly investment reports, independent of the custodian.  We can also assist in cost basis-tracking and realized gain/loss reporting for taxable accounts.

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.

• Retirement planning, including long range savings/expenditure models and scenario analysis
• Employer-granted stock option strategies
• Cash flow management
• Education funding
• Tax planning – review of income tax status and coordination of services/advice with Tax professionals
• Estate planning – review of current and prospective plans and coordination of services/advice with Legal professionals
• Insurance planning – analysis of life insurance coverage and coordination with policy underwriters

We want to hear from you!

Please contact us to discuss
how we can serve you!

Phone: 713-784-1515

Email: advisor@rmhcapital.com

675 Bering Dr., Suite 200
Houston, TX 77057