Metamorphosis Money Management Announces Exclusive Alliance with RMB Capital Management
Denver, CO. September 30, 2008- Metamorphosis Money Management (M3), a leading tax transition manager, announced today a strategic alliance with RMB Capital Management, making M3 their exclusive provider of tax transition solutions. RMB Capital Management, a Chicago-based independent RIA providing asset management and financial advisory services for individual and institutional investors, will now have access to M3’s unique solution designed to help them gain control over capital gains tax burdens for their high-net-worth clients.
“Efficient tax management through year-round tax loss harvesting is critical to generating positive returns, especially in a turbulent market,” said Richard Burridge, JR, CEO of RMB Capital Management. “Metamorphosis Money Management’s unique solution provides our advisors with an unmatched solution for catering to high-net-worth clients with low cost basis or concentrated positions for whom capital gains tax is a significant issue.”
M3’s solution is designed to provide advisors with a low cost, turn-key tool for managing tax burdens during transition, while offering the investor a customized portfolio. This solution, which is offered only through advisors, enables the advisor to efficiently tax manage a client’s portfolio for rebalancing, making allocations changes, or diversifying a single stock or concentrated portfolio. As a result the client keeps more, while potentially earning higher absolute returns.
“We are very excited about working with RMB advisors to help create high-quality investment opportunities for their clients,” said John Phoenix, founder and CEO of Metamorphosis Money Management. “RMB has seen the value tax management can add to a portfolio and their clients can now benefit from it.”
About RMB Capital Management
RMB Capital Management is an independent, registered investment advisor providing investment management and financial advisory services for high-net-worth individuals and institutional investors. As an independent firm that staffs its own research team, our proprietary analysis allows us to find original opportunities and not be swayed by market trends. Combining decades of broad expertise with a long-term investment approach, we focus on achieving the sound results that our clients and our own team expect.
About Metamorphosis Money Management
Metamorphosis Money Management (M3), a Delaware LLC based in Denver, CO and a Registered Investment Advisor with the United States Securities and Exchange Committee, delivers an institutional tax transition and active overlay solution to the high net worth investor market that aims to improve absolute returns. For more information visit www.metam3.com.
