At The RPM Group, we have a proud tradition of bringing an uncommon measure of knowledge and experience to clients we admire for their achievements and values.Now, in our 20th year, we continue to serve a growing circle of successful business owners and serial entrepreneurs in the health care, technology and manufacturing sectors, physicians and healthcare administrators, attorneys, retired military executives and couples, divorced and widowed women, and three and four generations of families in Alabama and ten other states.What do we believe? That clients come to us – and stay with us – for our ability to craft risk-managed portfolio strategies on their behalf. With our disciplined, rules-based approach, we can help mitigate risk and minimize clients' emotions by incorporating alternative investments in their portfolios – non-correlated assets such as hedge funds, private equity and real assets. Doing so may help provide downside protection from market volatility.We also believe that clients' unique circumstances and objectives require wealth management strategies as different as they are. For this reason, we make it our business to appreciate clients' family dynamics, situations and aspirations before we ever discuss their investments (or anything with a dollar sign in front of it). Speaking frequently with clients over the course of each relationship – not just at the outset – we encourage comfortable and casual conversations that keep us updated on clients' situations and ambitions.One of our strengths is helping clients make informed and thoughtful financial decisions – the kind that often involve the lifecycles of their enterprises – from early stage and growth financing, through retirement and succession planning, to a rewarding liquidity event. To enhance our tax-minimization and estate planning strategies, we often collaborate with clients' CPAs and attorneys.As a team, we are determined to provide clients with confidence, based on the transparency and education we offer. Clients' needs dictate our focus. And while our strategies may be complex, our mission is to simplify their financial lives and prepare them for what's ahead.###### *Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.###### *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.