ACCELERATING YOUR SUCCESS

Asset Management Takes Speed and Accuracy

rpmAUM is about accelerating the most important statistic - AUM - where everyone wins

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Years of Proven Client Results

Years of Proven

Results

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Successful Projects Since Inception

Successful Projects

Since Inception

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Years Average Professional Tenure

Years Average

Professional Tenure

Leverage Years of Strategic Thinking and Experience to Help Asset Management Firms

Leverage Years of Strategic Thinking and Experience
to Help Asset Management Firms

Differentiate Market Position

Separate from competitors and make a compelling case to prospective audiences

Refine Offerings

Leverage proven approach to ensure relevance across channels and product formats

Expand Distribution

Integrate sales and marketing efforts to create the efficient path into desired markets

Pursue Strategic Partnerships

Seek mutually beneficial working arrangements to optimize growth

Seek mutually beneficial working arrangements to optimize
growth

who are we?

Conventional Wisdom Says Never Sacrifice Accuracy for Speed





Russell Parker, CIMA® launched rpmAUM over a decade ago with one objective in mind – to provide advice and counsel to an underserved segment of the asset management industry. Specifically, providing a practitioner’s perspective to product development, distribution (sales and marketing) and positioning for firms with less than $25 billion in AUM




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Book a Call

Book a Call

rpmAUM swiftly delivers thoughtfully executed plans to drive growth

rpmAUM deploys a unique process that starts with a deep dive all the way through execution

rpmAUM assesses investments and distribution, applying top strategies from 30+ years in asset management

rpmAUM's industry reputation has garnered a client list of asset management companies with millions to trillions in AUM


What we do

Disciplined Process

KNOWLEDGE, Expertise and Insights

Products

rpmAUM ensures clients’ products are relevant to audience needs at every level, both today tomorrow.

Products

rpmAUM ensures clients’ products are relevant to audience needs at every level, both today tomorrow.

Brand

rpmAUM develops tailored messaging that resonates and motivates prospects to act.

Brand

rpmAUM develops tailored messaging that resonates and motivates prospects to act.

Distribution

rpmAUM provides counsel on distribution inclusive of sales, marketing and service.

Distribution

rpmAUM provides counsel on distribution inclusive of sales, marketing and service.

Target Operating Model

rpmAUM helps clients engineer an operating model that aligns with firm’s business strategy.

We help clients engineer an operating model that aligns with firm's business strategy

Target Operating
Model

rpmAUM helps clients engineer an operating model that aligns with firm’s business strategy.

We help clients engineer an operating model that aligns with firm's business strategy

Strategic Partnerships

rpmAUM introduces clients to parties best suited to build businesses — together.

Strategic Partnerships

rpmAUM introduces clients to parties best suited to build businesses — together.

Technology Integration

We prepare and position clients to utilize technology for enhanced efficiency

We prepare and position clients to utilize technology for enhanced efficiency

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Are you thriving or simply surviving?

Lifecycle Management

Lifecycle
Management

Against a backdrop of a rapidly maturing industry, asset managers should consider the following checklist for success:

Against a backdrop of a rapidly maturing industry,

asset managers should consider the following for success:

Against a backdrop of a rapidly maturing industry,

asset managers should consider the following checklist for success:

Our Team

Experienced team focused on custom solutions



Russell M. Parker CIMA® +

FOUNDER AND CEO

Frank A Vallario +

SENIOR MANAGING DIRECTOR

Laura Palmer +

MANAGING DIRECTOR

Brian Lee +

MANAGING DIRECTOR

Andrea Trachtenberg +

MARKETING ADVISOR

Emil Polito +

MANAGING DIRECTOR

Brian Brett +

MANAGING DIRECTOR

Frank Gregory +

MANAGING DIRECTOR

Jamie Narciso +

ASSOCIATE

Macie Mangini +

ASSOCIATE

Amanda Chung +

ASSOCIATE

Casey Lim +

ASSOCIATE