Curi Capital
@rmbcapital.com
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at [email protected]. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 312.993.5800 or email us at [email protected].
Curi Capital's Company Logos
Curi Capital's Brand Colors
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Color name
RGB
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CMYK
#FFC828
Sunglow
255, 200, 40
45, 100, 58
0, 22, 84, 0
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#0B1E2F
Firefly
11, 30, 47
208, 62, 11
77, 36, 0, 82
About Curi Capital
RMB Capital, founded in 2005, is a trusted brand that offers specialized financial advice and innovative investment solutions to individuals, families, institutions, and employers. With a team of experienced professionals, they aim to create value for their clients by preserving and growing assets. RMB Capital's extensive range of services includes wealth management, corporate executive services, family office services, asset management strategies, and retirement plan solutions.
Boasting an impressive track record, RMB Capital manages approximately $9. 88 billion in assets under management (AUM), a substantial increase from its $500 million inception. The firm's exceptional client retention rate of 97.
8% is a testament to their commitment to client satisfaction. With 154 employees, including 30 CERTIFIED FINANCIAL PLANNER™ (CFP®) and 23 Chartered Financial Analyst® (CFA®) professionals, RMB Capital combines expertise and insights to deliver tailored financial solutions. Since its founding, RMB Capital has continuously evolved, expanded, and innovated to meet the changing needs of its clients.
As an independent firm, their focus remains on providing top-notch services and solutions that contribute to the long-term success of their clients' financial journeys
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Finance
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