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Rmwc
SEC-regulated
Registered investment advisor
RMWC, founded in 2008, is a financial advisor firm wholly owned by RMWC Management, Inc., which is in turn owned by Monacan, primarily owned by Coleman Andrews, Steven Fischler, and Coletyme, LLC. The firm specializes in providing investment advisory services to pooled investment vehicles, managing approximately $690,400,000 in client assets as of December 31, 2024, all on a discretionary basis. RMWC's investment philosophy focuses on preserving and growing capital with low market correlation and managed risk. The firm's Investment Committee, led by Coleman Andrews and Steven Fischler, selects investment opportunities after conducting extensive due diligence. RMWC offers investment advisory services to Partnerships on a discretionary basis according to each Partnership's objectives and investment policies. The firm charges management fees payable semiannually in advance, with specific rates and terms outlined in each Partnership's Offering Documents. RMWC may also receive performance-based fees, such as carried interest, based on Partnership distributions. Clients must review and consider the risks associated with investments, including credit risk, market fluctuations, and cyber security risks. RMWC has adopted a Code of Ethics and Proxy Voting Policies to ensure professional conduct and voting in the best interests of clients. The firm does not compensate for client referrals and has custody of client funds and securities. Clients do not direct how RMWC votes proxies, but the firm generally votes in favor of routine corporate housekeeping proposals.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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