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Why Choose Us

At RMR Capital Management, we’re proud to be squarely on the side of our clients. Our structure, culture and commitment to your success are all aligned to put your interests first and help you succeed.

Independence

As an independent Registered Investment Advisor, we are free from the biases and conflicts of interest often found at the big Wall Street firms. As legal fiduciaries, we are bound to consistently place your interests above our own. Our fee-based compensation structure means that we succeed when our clients succeed.

It’s Personal

Financial success stories are built on personal relationships, underpinned by excellent service. At RMR Capital Management, you can expect:

  • Fast access to your knowledgeable advisor for personal account requests and inquiries.
  • Responsiveness—with calls and e-mails almost always returned in less than 24 hours and usually the same day.
  • Regular meetings to review your wealth plan and portfolio.
  • Consistent communication, including scheduled update calls, newsletters and e-mails.
  • Client events designed for appreciation and education.

Experience and Knowledge

David Van Overeem, our firm's Principal, launched RMR Capital Management after nearly two decades of experience at Ameriprise Financial. Even in volatile market climates, he has kept his clients on track to meet their financial goals.

In creating the firm, David brought his experience and resources to a boutique financial advisory office. The firm is powered by sophisticated technology as well as the institutional investing platform of Charles Schwab, which provides open-architecture access to a nearly limitless array of public investments. The result: Top-notch investment and financial guidance without Wall Street’s conflicts of interest.