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RMC Investment Advisors

Headquartered in WEST HARTFORD, CT

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Firm Information

RMC Investment Advisors is an investment advisor headquartered in WEST HARTFORD, CT. The firm manages over $950 million in assets for individuals, corporations, charitable organizations, and other institutions. They offer portfolio management services, including discretionary and non-discretionary accounts, and are registered with the SEC under the SEC number 801-21902.

RMC Investment Advisors

643 PROSPECT AVENUE

WEST HARTFORD, CT 06105

$950.77M

Assets Under Management

4

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RMC INVESTMENT ADVISORS has a total of 1 branch locations across the country.
location

WEST HARTFORD, CT

Advisors at RMC Investment Advisors

View All 7 Advisors
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Michael Otis Schulitz

CFP®, RA

WEST HARTFORD, CT

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Carter Egan Dizes

RA

WEST HARTFORD, CT

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Logan Patrick French

RA

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Michael William Herlihy

RA

WEST HARTFORD, CT

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Alana Lindsey Pezzuti

RA

WEST HARTFORD, CT

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Patrick Michael Herlihy

RA

WEST HARTFORD, CT

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William Thomas Herlihy

CFA®, RA

WEST HARTFORD, CT

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Diane Eddy robotham Johnstone

RA

WEST HARTFORD, CT

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Disclosures

There are no public disclosures for RMC Investment Advisors.

Frequently Asked Questions (8)

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