Introducing KRM Investment Counsel and Arkadios Capital Partnership
Arkadios Capital is thrilled to announce a significant partnership with KRM Investment Counsel, a distinguished wealth management group boasting over $350 million in assets under management. This alliance marks an important milestone as KRM joins the Arkadios network, enhancing the community of advisors dedicated to delivering top-tier financial solutions nationwide.
The Expertise of the KRM Team
KRM Investment Counsel was founded by a dynamic team of seasoned financial professionals including Jim Rapp, Justin Klestinski, CFA, June DiNardo, and Alex Marmitt, WMCP. Together, they bring more than 70 years of combined expertise in wealth management, catering to the unique needs of over 40 ultra-high-net-worth families. Their deep understanding of the financial landscape allows them to provide personalized and responsive service to their clients.
Strategy Focused on Freedom and Flexibility
The decision to partner with Arkadios Capital stems from KRM's commitment to independence and a desire for flexibility in tailoring financial solutions. Their new affiliation enables the firm to deepen client relationships while maintaining the high-touch service that characterizes their boutique model. With Arkadios' robust platform, KRM is well-equipped to enhance its offerings, ensuring that clients receive a uniquely personalized experience.
Benefits of Joining Arkadios Capital
KRM’s transition to Arkadios represents a strategic move towards an independence that allows for a fiduciary model aligned with client interests. Paul Pilcher of Arkadios Capital remarked, "KRM exemplifies the caliber of institutional-quality firms we are proud to support. Their transition underscores the value of our platform for elite advisors seeking the freedom to tailor solutions and deepen relationships." This reflects Arkadios' mission to help advisors foster growth while upholding their core values.
Commitment to Client-Centric Solutions
Jim Rapp, Co-Founder of KRM Investment Counsel, emphasized the importance of prioritizing client interests above all. He stated, "Our clients deserve a wealth management experience that puts them first, not one-size-fits-all portfolios or scalability targets." His vision resonates with the collective values at Arkadios, which aims to enhance the client experience through nurturing relationships and bespoke service.
The Future of Wealth Management with Arkadios
As KRM embraces this exciting partnership, they gain access to Arkadios’ extensive resources, including innovative technology and a strong compliance framework. This not only strengthens their investment management capabilities but also bolsters their wealth planning services. The firm remains dedicated to offering agility and attentiveness inherent in boutique operations, promising enhanced experiences for their high-net-worth clients.
Arkadios Capital's Commitment to Growth
Currently, Arkadios Capital manages over $13 billion in assets under advisement and employs around 250 advisors across 75 offices, including in Puerto Rico. This remarkable growth illustrates Arkadios’ commitment to supporting firms that aspire to innovative wealth management solutions.
About Arkadios Capital
Arkadios Capital operates as a hybrid independent broker/dealer, designed specifically to support larger and growth-focused wealth management firms. By allowing advisors to foster their growth and deliver innovative solutions, Arkadios provides the essential framework that empowers them to create lasting value for their clients through comprehensive support and nimbleness.
Frequently Asked Questions
What is KRM Investment Counsel known for?
KRM Investment Counsel is recognized for its specialized wealth management services tailored to ultra-high-net-worth families, backed by a team with over 70 years of combined experience.
What are the benefits of the partnership with Arkadios Capital?
The partnership with Arkadios provides KRM with greater independence, advanced technology, and a supportive compliance framework, enhancing their ability to deliver personalized wealth management solutions.
Who are the key team members at KRM Investment Counsel?
The KRM team includes notable professionals such as Jim Rapp, Justin Klestinski, CFA, June DiNardo, and Alex Marmitt, WMCP, who collaborate to provide expert financial advice and wealth management services.
What is Arkadios Capital’s mission?
Arkadios Capital aims to support wealth management firms in creating value for clients by providing innovative solutions, ensuring they can operate flexibly and responsively.
How does KRM Investment Counsel maintain its boutique culture?
KRM Investment Counsel maintains its boutique culture by focusing on personalized client experiences and delivering high-touch service while leveraging the resources and technology offered by Arkadios.
