Our
Services
RMHI has two investment management styles with varying risk and return objectives:
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Moderate Growth
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Lower volatility than Long-Term Growth via diversified portfolio
of stocks and bonds. Generally not more than 80% equities.
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| Long Term Growth |
Our prime growth strategy with maximum 100% equities.
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RMHI suggests a $200,000 minimum investment (waived for referrals and non-profit's). Multiple accounts to reach
$200,000 are
accepted.
What to expect from RMHI
Rocky Mountain Humane Investing provides customized investment services and solutions for the Humane/Environmentally-oriented investor.Step 1: The Client
Questionnaire
- Establish your risk tolerance and choose a strategy that fits your personality.
- Clarify your current investment situation.
- Identify your long term objectives.
- Establish realistic expectations.
Step 2: RMHI Investment Management
- Consolidate and coordinate your investments.
- Asset Allocation and risk reduction via monitoring of relative market valuations.
- Constant monitoring of investments.
- Rebalancing of stock and bond allocations when necessary.
- Intelligent combination of ethics and effective investment management.
- Objective analysis of the universe of ethically acceptable investments.
- Analysis of investment risks and rewards.
- Research and management of acceptable mutual funds or individual securities or a blend of both.
- Accounts established and maintained at Charles Schwab Inc. (insured for $10 million)
Step 3: Reporting and Review
- RMHI quarterly performance updates and analysis.
- Random account performance updates at client's discretion.
- Charles Schwab account brokerage statements.
- Quarterly RMHI newsletter.
- Periodic email updates - RMHI Outlook
- Schedule D information
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