RMH Investment Management, LLC

Description

At RMH Investment Management, we are completely focused and dedicated to providing the highest levels of client service and care. Our approach to client relationships includes providing each and every client with a dedicated portfolio management team. Combined with our commitment to investor education and regular contact and communications, we seek to get to know every client on a personal level so that we can develop long-term relationships to best understand and meet our client’s specific financial and investing needs. We provide regular reporting and communication to keep our clients informed with up-to-date and transparent access to their investments.

Crystal Kasnoff joined RMH Investment Management, LLC, in 2013 as managing director. Crystal Kasnoff has worked in marketing, communications, branding and finance for over 20 years. She has extensive knowledge of the finance industry. Her previous positions include Vice President, Branch Manager, Community Relations Manager and Wealth Management Consultant. with M&I Bank and Wealth Management and Community Relations Director for the University of Arizona Medical Center. Ms. Kasnoff most recently launched her own marketing and public relations company, CK Partners, LLC. She holds several designations and recently completed her latest, Global Management Certificate, with the Thunderbird School of Global Management.

Our unique approach to investing is grounded in a conservative, income-oriented methodology that will stand the test of time and help you accomplish your goals and objectives. Portfolio management and stock selection are performed in-house, and your portfolio is custom designed to fit your needs.

A well crafted financial plan is essential to achieving your long-term goals and objectives. Our financial planning professionals work directly with your investment portfolio to coordinate everything from tax, estate, and retirement planning, to planning for children’s and grandchildren’s educations. By developing a customized plan tailored to each individual or family’s situation, working with your outside advisors such as CPAs and attorneys, and managing your complex financial affairs, we remove the burden of worrying about these issues, freeing you up to pursue your passions and life goals.

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