Robert C. Mehciz - "Set up for Success" - Virtual Talk
Time & Location
About the Event
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.
- Investments for musician$0$00$0