| Curi Capital

Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

March 31, 2022

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.

Investment Commentary Man with Magnifying Glass

How RMB Protects Client Data

March 9, 2022

RMB Capital is committed to protecting its employees, investors, clients and data from nefarious acts and threats posed by cyber criminals, malicious individuals/entities, and hackers. During this time of global uncertainty, we are writing to provide an overview of our security and business continuity practices. Cybersecurity Program

RMB Capital Announces Seven New Partners for 2022

March 2, 2022

CHICAGO- March 2, 2022 –RMB Capital (“RMB”), an independent investment advisory firm with more than $10.8 billion in assets under management1 (estimated as of Dec. 31, 2021), announced that it has named seven new partners for 2022. The new partners are: Chris Bach, CFA®, CFP®; Dave Banasiak; Shiju Elakkatt; Ann Guntli, CFA®; Tim Hanna, Trevor Isham, CFP®; and Margo Sweany, CFP®. The firm now has 32 partners.

Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

February 28, 2022

RMB Capital Names Amber Hickory as Chief Marketing Officer

February 17, 2022

CHICAGO- February 17, 2022 - RMB Capital (“RMB”), an independent investment advisory firm with more than $10.8 billion in assets under management1 (estimated as of Dec. 31, 2021), announced that it has named Amber Hickory as the firm’s chief marketing officer.

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

January 11, 2022

While the Market Continues to Recover, Inflation and Uncertainty Loom

December 15, 2021

It has been 18 months since we were introduced to COVID-19 in the U.S. Since then, we began to see cases decrease as vaccination distribution took hold over the first five months of the year. But this summer, we saw the resurgence of COVID-19 due to the delta variant, and with that came a slowdown in the economic recovery, creating some choppiness in growth across industries. However, there continues to be hope of a full economic recovery as the pace of vaccination distributions continues to increase. As of September 30, nearly 55% of the total U.S. population was fully vaccinated.

Behavioral Finance: Navigating Uncertainty and Doubt

December 15, 2021

Byline Michele Francisco, Partner, Chief Client Officer

It is often said that stock markets climb a wall of worry. This makes sense, since historically the market has gone up over time and there always seems to be something to worry about. 2021 is no exception. Year-to-date (through October), the S&P 500 is up about 19%. The S&P 500 Index is widely regarded as the best single gauge of the U.S. equity market. It includes 500 leading companies in leading industries of the U.S. economy. The index focuses on the large-cap segment of the market and covers approximately 75% of the U.S. The index includes dividends reinvested.

The History & Evolution of ESG

December 15, 2021

Byline Tom Fanter, S.V.P, Partner, Andy Baker, CFA, Partner, and Chris Graff, CFA, Partner

As with any industry, the investment management industry has its abiding truths. One is that investors constantly seek new ways to generate superior performance; another is that portfolio managers will latch on to any narrative if they believe it will help them raise assets. As it pertains to ESG, it seems we have hit an inflection point at which ESG is no longer just something that people talk about but rather is now becoming a source of competitive advantage and may soon be a requirement to survive.

Understanding the Dynamics of The Municipal Bond Market

December 15, 2021

Byline Jonathan G. Rigano, CFA, S.V.P., Portfolio Manager, and Jeffrey L. Bryden, CFA, S.V.P., Portfolio Manager

The municipal bond market serves a great purpose, as these securities are critical to building and maintaining the infrastructure of our nation. Two-thirds of infrastructure projects in the U.S. are financed by municipal bonds. In the U.S., there are over 80,000 state and local governments, about 50,000 of which have issued municipal securities. There are approximately one million different issues outstanding, totaling $3.9 trillion.

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