How does RIMROCK CAPITAL MANAGEMENT LLC help clients? – Key Takeaways:
Based in New York, RIMROCK CAPITAL MANAGEMENT LLC offers a variety of financial services to its clients. These services include investment management, financial planning, and retirement planning. The firm also provides personalized investment strategies and guidance to help clients achieve their financial goals. RIMROCK CAPITAL MANAGEMENT LLC aims to provide expert financial advice, while also fostering long-term relationships with its clients.
Facts and Insights
RIMROCK CAPITAL MANAGEMENT LLC has been in business for over 20 years and is currently managing over $500 million in client assets. With a team of experienced financial advisors, the firm has been able to consistently deliver strong investment returns for its clients. The firm’s disciplined approach to investing and commitment to understanding each client’s unique needs and goals have made it a trusted advisor in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
RIMROCK CAPITAL MANAGEMENT LLC offers a range of financial services to meet the diverse needs of its clients. These include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
RIMROCK CAPITAL MANAGEMENT LLC serves a wide range of clients, including individuals, families, and small business owners. The firm also works with high net worth individuals and provides specialized services for their unique financial needs.
Fees & Compensation
RIMROCK CAPITAL MANAGEMENT LLC charges a management fee based on a percentage of the assets under management. The firm’s fee structure is designed to align with the client’s best interests, as the more their assets grow, the more the firm earns. The firm also discloses all fees and expenses to its clients, ensuring transparency in the financial relationship.
Background
RIMROCK CAPITAL MANAGEMENT LLC was founded in 1999 by a team of experienced financial professionals. The firm prides itself on its client-centric approach, personalized service, and commitment to delivering strong investment results. The firm’s advisors have a diverse range of backgrounds and expertise, allowing them to provide comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIMROCK CAPITAL MANAGEMENT LLC is required to disclose any conflicts of interest or potential risks to its clients. The firm upholds a fiduciary duty, meaning it must act in the best interests of its clients at all times. RIMROCK CAPITAL MANAGEMENT LLC also has a strict code of ethics and regularly undergoes audits to ensure compliance with industry regulations.