RMH Investment Management, LLC

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Client assets under management

$97,000,000

Clients

110

44% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$881,818

About

RMH provides discretionary investment management and consulting to a range of clients, principally individual investors (including high‑net‑worth and non‑HNW clients) as well as trusts, estates, retirement plans and other entities. Services focus on ongoing portfolio management and account oversight, with assets custodied at third‑party broker‑dealers and fees charged as a percentage of assets under management.

The firm’s investment process blends fundamental and technical analysis with both tactical and strategic asset allocation and periodic rebalancing, and RMH conducts comprehensive account reviews on a quarterly basis. RMH relies on traditional research and the professional judgment of its two‑adviser team (it does not currently employ AI in portfolio management) and may implement a range of securities including mutual funds, ETFs, traded and non‑traded REITs and interval funds.

Distinctive aspects of RMH include its small, two‑adviser structure combined with nearly $98 million in assets under management and about 110 client relationships, which yields a relatively concentrated advisor‑to‑client ratio. The firm also offers educational seminars and workshops and houses advisors with advanced credentials (CFA charterholders and a Certified Divorce Financial Analyst), reflecting a mix of long tenure and recent specialized certifications within the team.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $10,000,000: 0.50% Over $10,000,000+: Negotiable

Project-based

Hourly rate offered on an individually negotiated basis

Other

Minimum fee: Minimum annual fee of $300 ($25 per month), may be waived under certain circumstances

Main office location

RMH Investment Management, LLC

3430 E Sunrise Drive, Suite 180

Tucson AZ 85718-3236, United States

Number of offices

Most active in

Arizona

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 520-314-2300

Advisors at this firm

Richard M

CFA®, Series 63, Series 65

Tucson, AZ

RMH Investment Management, LLC

Richard Mundinger is a CFA® charterholder with 30 years of experience in the investment industry. He is a principal at RMH Investment Management, LLC, where he has worked since 2008, following a prior role at Imus Wilkinson & Mundinger Investment Management, LLC. RMH Investment Management provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines technical and fundamental analysis with tactical and strategic asset allocation, utilizing a diverse range of investment instruments and offering educational seminars for clients.

Active portfolio management Real estate investing

Ashlyn T

Series 65

Tucson, AZ

RMH Investment Management, LLC

Ashlyn Tucker is a financial advisor at RMH Investment Management, LLC in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at The Vanguard Group, Inc. and FirstBank Holding Co., as well as work at The University of Arizona. RMH Investment Management provides discretionary investment management and consulting to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a blend of technical and fundamental analysis with tactical and strategic asset allocation, and is noted for offering educational seminars and using a broad set of investment instruments.

Active portfolio management Real estate investing

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