Asset ManagerRIA · CRD 118242SEC-Registered

Updated:

RMAS

RMAS, INC. is an SEC-registered investment adviser in BELLMAWR, NJ. The firm manages approximately $91 million in regulatory assets. It has 4 employees and 2...

RMAS

RMAS, INC. is an SEC-registered investment adviser in BELLMAWR, NJ. The firm manages approximately $91 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

1987

Location

Region

North America

Country

United States

City

Bellmawr

Corporate office

Lakewood, CO, United States

Principals

Robert M. Schultz

President

Sector focus

Enterprise SoftwareInsurance

Frequently asked questions

What does RMAS actually sell?

RMAS markets proprietary, actuarial-grade software that models loss reserves, self-insurance retentions, and captive insurance liabilities. It is not a consulting firm or an outsourced actuary. Clients license the platform and run their own loss-development and funding-adequacy simulations against their actual claims triangles.

Does RMAS manage any outside capital or operate as a multi-family office?

No. RMAS is a software company serving the property and casualty insurance sector and large corporate self-insurance programs. It does not manage third-party investment portfolios, operate as a family office, or take limited-partner capital of any kind.

How does RMAS acquire clients?

RMAS relies on a direct, relationship-based sales motion targeting risk managers and chief financial officers at insurers and large corporations. Its long client tenure suggests that most growth comes from embedded relationships and regulatory-driven replacement cycles rather than broad marketing.

What investment stages or asset classes does RMAS target?

RMAS does not make investments of any kind. It is a bootstrapped, founder-led enterprise software firm. The only 'asset' it cares about is the actuarial-soundness of the models its clients use to fund future claims liabilities.

Who runs investment decisions at RMAS?

There are no investment decisions to run. Robert M. Schultz has run the firm as President since 1987. All operational and product decisions descend from his technical and actuarial direction, with no known professionalized investment committee.

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