RMB Capital Earns Accolades from Barron's, The Financial Times

RMB Capital, an investment advisory firm with more than $4 billion assets under management (AUM), earns honors from Barron’s and The Financial Times.

For the sixth year in a row, co-founders Richard “Dick” Burridge, Jr., CFP®, founding partner, CEO, and chief investment officer of RMB Capital, and Frederick “Fred” Paulman, CFP®, CPA, founding partner and president of RMB Capital are ranked among the “Top 100 Independent Financial Advisors” by Barron’s, a leading financial publication.

To be nominated for this Barron’s listing, advisors complete a 102-question survey about their practice. The resulting pool of nominated advisors is screened by Barron’s editors to determine the top 100 practitioners. The screening process focuses on a variety of criteria, including total AUM and the overall quality of the practice. Barron’s scoring methodology is proprietary. For more details, please read the August 23 article “Scaling the Heights: With stocks near record levels, the top 100 independent financial advisors are keeping focused on the long term.”

“We are proud to be recognized by both Barron’s and The Financial Times,” said Burridge. “We’ve worked hard to build a firm that is centered on caring for our clients, and we feel this is evident in our business model, our investment platform, our comprehensive approach to planning, and our service standards. Happy, loyal clients are our measure of success, and acknowledgment by such well-respected publications makes it that much sweeter.”

The Financial Times, along with its sister publication Ignites Distribution Research, identified the “FT 300 Top Registered Investment Advisers” from more than 2,000 submissions and based on a combination of the firms’ self-reported data, regulatory disclosures, and the publication’s own research. Candidates were scored on AUM, AUM growth, SEC compliance records, years the firm has been in existence, industry certifications of employees, online accessibility, and other criteria. The “average” FT 300 firm within the elite group manages approximately $2.8 billion in AUM.

The 2014 FT Top 300 Registered Investment Advisers report was published on June 26 in both the newspaper and on FT.com. To read the full report or for more about FT 300 methodology, please visit: www.ft.com/intl/reports/registered-investment-advisers.

ABOUT RMB CAPITAL

RMB Capital is an independent investment advisory firm that provides affluent individuals and institutional clients with a high standard of care and is dedicated to serving their best interests. RMB operates in four distinct business units: wealth management, asset management, alternative investments, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver and Jackson Hole, Wyoming. To learn more about RMB Capital, visit www.rmbcap.com.