Curi RMB Capital Company Research Report
Company Overview
- Name: Curi RMB Capital LLC
- Mission: No information is available.
- Founded: April 1, 2005
- Founders: No information is available.
- Key People:
- Richard M. Burridge - Partner, Executive Chairman, Chief Investment Officer
- Dimitri P. Eliopoulos, CPWA®, CFP® - Partner, Chief Executive Officer
- Christopher M. Graff, CFA® - Partner, Chief Investment Strategist, Director of Asset Management
- Headquarters: Chicago, IL
- Number of Employees: 174
- Revenue: No information is available.
- Known For: Curi RMB Capital is known for delivering specialized financial advice and innovative investment solutions to preserve and grow assets for individuals, families, institutions, and employers.
Products and Services
Wealth Management
- Description: Comprehensive financial planning and investment solutions.
- Key Features:
- Financial & Life Planning
- Retirement Analysis
- Tax Planning
- Estate Planning
- Education Funding
- Insurance Analysis
- Charitable Giving Strategy
Family Office Services
- Description: Comprehensive solutions for multi-generational families.
- Key Features:
- Wealth Planning
- Investment Advisory
- Accounting & Reporting
- Administrative Services
Asset Management
- Description: Long-term active investment strategies.
- Key Features:
- Equity Strategies: Small Cap Core, SMID Cap Core, Core Equity, Dividend Growth, Small Cap Focus, Equity Income, Innovators, International.
- Fixed Income Strategies: Tax-Exempt Fixed Income, Taxable Fixed Income, Core Investment-Grade Fixed Income, Liability-Driven Fixed Income, Tax-Advantaged Fixed Income.
- Alternative Strategies: Available for accredited investors, includes Opportunistic Fixed Income, Real Estate, and Private Equity.
Retirement Plan Solutions
- Description: Comprehensive retirement plan consulting.
- Key Features:
- Fiduciary Status and Process Management
- Participant Experience & Education
- Benchmarking & RFP Vendor Searches
- Investment Due Diligence
Wealth Builder
- Description: Foundational financial planning for individuals and families.
- Key Features:
- Online Platform: MyBlocks for financial planning.
- Direct Client Involvement
- Team Support
- Transparent Pricing
Recent Developments
- Acquisition: Completed merger with Curi Capital on January 2, 2024.
- Recognition: Ranked #55 in Barron’s 2024 Top 100 RIA Firms.
- Recent Appointments: Henry Burke joined as Lead Advisor.
- New Products/Features: No specific information about new products or features available.
Offices and Locations
Curi RMB Capital operates from multiple locations including:
- Chicago, IL
- Denver, CO
- St. Joseph, MI
- Raleigh, NC
- Milwaukee, WI
- Minneapolis, MN
- Washington, D.C.
- Jackson Hole, WY
- Chicago – North Shore and Western Suburbs
Awards and Recognition
- 2024 Barron’s Top 100 RIA Firms Rankings: Curi RMB Capital was ranked #55.
- Market Commentary: Recent topics include AI wars and insights into inflation and fiscal deficit.
This report aims to provide a concise overview of Curi RMB Capital's current market position, products and services, and recent developments. All data has been compiled from available resources with a focus on factual and verifiable information.
