RM INVESTMENT STRATEGIES, LLC

Overview

RM Investment Strategies, LLC is a small SEC-registered advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports no active ESG investing program. Its filings classify it as a limited liability company created for domestic individual ownership and note a related adviser relationship, suggesting it may draw on affiliated resources or sub-advisory relationships for certain capabilities. Investment activity centers on public mutual funds as the primary vehicle for client exposures, with an allocation approach that favors pooled public funds for core positions and third-party real estate funds for alternative exposure. The adviser is not identified as a capital allocator or pension consultant and does not describe multi-state advisory activity on its filing. Custody and execution are routed through established custody platforms rather than in-house brokerage.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices