Advisors at this firm
Kathleen S
Series 63, Series 65
Bellmawr, NJ
RMAS, Inc.
Kathleen Schroeder is a financial advisor with RMAS, Inc. who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has worked with J Alden Associates, Alden Capital Management, Capitol Securities Management, and has been involved with Risk Management Advisory Services, Inc. since 2001. Schroeder is also vice president of Kings Management Company, where she is involved in insurance sales and tax preparation. RMAS, Inc. provides discretionary investment supervisory services and individualized portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to client objectives and risk tolerance.
William S
Series 63, Series 65
Bellmawr, NJ
RMAS, Inc.
William Small is a financial advisor with RMAS, Inc. and holds Series 63 and Series 65 designations. He has 55 years of industry experience and has worked at firms including Alden Capital Management and Capitol Securities Management. Outside of his advisory role, he is president of Kings Management Company, where he is involved in insurance sales and estate work. RMAS, Inc. provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $81.7 million across about 98 client accounts, using fundamental analysis and a mix of long- and short-term strategies tailored to clients’ objectives, time horizons, and risk tolerance.
