About RMS

Retirement Management Systems Inc. is a privately owned company and a Registered Investment Adviser with the Securities and Exchange Commission. For more than twenty years our staff of professionals has been perfecting a disciplined portfolio management process and a rigorous back office trading operation for managing assets within 401(k), 403(b) or other company-sponsored retirement savings accounts.

Savings Plan Management is an advisory service for people who want or need to delegate investment decisions to a professional. Working with Retirement Management Systems, your trusted Financial Advisor can help you:

  • Set realistic retirement goals
  • Understand the relationships among risk, return, time and contribution rates
  • Construct a diversified portfolio appropriate to your risk appetite and return needs
  • Implement the portfolio and strategically reallocate if market conditions warrant

Retirement Management Systems is committed to providing superior service to its clients.