RMAS, INC.

Overview

Rmas, Inc. is a corporate Registered Investment Adviser that provides portfolio management primarily for individuals, small businesses and family clients, with some institutional relationships. The firm charges fees as a percentage of assets under management and reports full discretionary authority over its $91.2M in managed assets. Rmas, Inc. is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. Its filings classify the adviser as unclassified and indicate an owner-type of an individual principal. Investment activity skews heavily toward pooled public vehicles: mutual funds and other public funds are the dominant instruments in client accounts. The firm lists annuities and mutual funds among the additional investments it uses. No third-party external alternative asset managers are identified on the filing, and the adviser does not report multi-state adviser status.

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Location & Offices