Robert C. Mehciz - "Set up for Success" - Virtual Talk

RHM Capital Management, Inc. is a Keller, TX based investment

management firm, founded in California as MBR Capital\ Management, Inc. in 2010. RHM specializes in comprehensive

portfolio management services.

We are dedicated to providing individuals and other types of clients

with a wide array of investment advisory services. Our comprehensive portfolio management service encompasses

asset management as well as providing financial planning/financial consulting to clients. It is designed to assist clients in meeting their financial goals through the use of financial investments.

 We conduct at least one, but sometimes more than one meeting (in person if

possible, otherwise via telephone conference) with clients in order to understand their current

financial situation, existing resources, financial goals, and tolerance

for risk. Based on what we learn, we propose an investment approach to the client. We may propose an investment

portfolio, consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities.

 Upon the client’s agreement to the proposed investment plan, we work with the client to establish or transfer investment accounts so that we can manage the client’s portfolio.