RSM US Wealth Management LLC

RSM US Wealth Management LLC

RSM US Wealth Management LLC

Overview
Date Founded

1999

Headquarters

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

Type of Company

Private

Employees (Worldwide)

125

Industries

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. RSM's 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. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM'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. RSM 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

Partner

Partner

Partner

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Non-Profit Donations & Grants
$5,000 - $10K
2017
Awards & Honors
Rank #28
2014
Financial Advisor Magazine - Top RIA Survey
Rank #28
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #28
2013
Financial Advisor Magazine - Top RIA Survey
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