Investment Management
The Power of Personalization
We start by understanding you — your unique goals, situation, and risk tolerance.
Before recommending any strategies, we take time to get a full picture of your financial life. Our approach is designed to align investment decisions with your comfort level, time horizon, and long-term objectives.
We manage a wide range of accounts, including:
- 401(k) Rollovers
- Traditional and Roth IRAs
- Trust Accounts
- Non-qualified Investment Accounts
I love my job as a financial advisor. At RMG, it’s more than numbers—it’s about building trust and helping clients feel confident about their financial decisions. I’m proud to guide clients through life’s financial journeys with clarity and care.
— Joey Schultz, CFP®, Rosemeyer Management Group
Portfolios Designed to Evolve with You
Investing should never be one-size-fits-all. Our goal is to design a portfolio that adapts to your changing life, aligns with your goals, and is designed to help you feel confident while managing risk appropriately.
Vanguard’s 2025 Emotional & Time Value of Advice survey found that 86% of advised investors say they have more peace of mind when working with a personalized financial plan.
The RMG Approach
Risk Tolerance Assessment
We evaluate your comfort with market fluctuations and potential investment risk.
Customized Portfolio Design
Strategies designed to reflect your goals, values, and investment timeline.
Active Account Management
Ongoing monitoring and adjustments to help keep your portfolio aligned with your goals and risk tolerance.
Transparent Communication
Clear, consistent updates on your portfolio and strategy.