RSM US Wealth Management LLC

RSM US Wealth Management LLC

RSM US Wealth Management LLC

Date Founded



801 Nicollet Mall,Suite 1100 West Tower,Minneapolis, MN 55402-2526

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. Their recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. The firm typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM US Wealth Management's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. The firm focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer & Treasurer

Chief Investment Officer

Chief Operations Officer

Chief Operating Officer

Chief Compliance Officer



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RSM US Wealth Management LLC
Non-Profit Donations & Grants
$5,000 - $10K
Awards & Honors
Rank #28
Financial Advisor Magazine - Top RIA Survey
Rank #28
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #28
Financial Advisor Magazine - Top RIA Survey
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