Retirement Management Systems

EST. AUM
$1,886,716,918

CONTACTS

CLIENT ACCOUNTS
4,472

Firm Details

Metro area Washington, DC
CRD Number 150351
Website manage401k.com
Client types

Overview

Retirement Management Systems, Inc. (RMS) is an independent, SEC-registered investment adviser headquartered in Leonardtown, Maryland. Founded in 2008 and operating as an independent firm since 2010 under the leadership of J. Michael Scarborough, the firm specializes in retirement plan account management for participants in employer-sponsored retirement programs such as 401(k), 403(b), and 457 plans. Operating under a strict fiduciary standard, RMS provides discretionary portfolio management services designed to help retirement savers navigate complex investment menus and maintain portfolios aligned with their long-term objectives. Through its Savings Plan Management platform, the firm works alongside independent financial planners to deliver ongoing monitoring, rebalancing, and investment oversight. Its investment philosophy emphasizes disciplined asset allocation, diversification, and long-term investing through the mutual funds and exchange-traded funds available within employer-sponsored retirement plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Retirement Management Systems

Platform Details

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