A complete list of active advisors currently associated with Jrm Investment Counsel.

Warmer can help you find a great advisor at Jrm Investment Counsel. or one who fits your needs even better.

JRM Investment Counsel advises individuals, families, trusts, business entities and retirement plans, offering financial planning and discretionary investment management. The firm’s services include comprehensive planning topics such as retirement, tax, estate and business succession planning, and it provides consulting and ERISA fiduciary services for retirement plans. Investment programs are built around a written Investment Objectives Plan and customized asset allocations, with ongoing monitoring, rebalancing and use of tax-loss harvesting where appropriate. The firm employs diversified multi-asset portfolios and may use fixed income, ETFs/mutual funds and limited options strategies (principally covered calls and cash‑secured puts); trade execution commonly uses block trading via a preferred Schwab custody relationship and, when appropriate, prime-broker arrangements for negotiated securities such as new-issue municipals. Noteworthy aspects include a small, employee‑owned, three-person ownership group that co-invests alongside clients and manages roughly $650 million across about 75 client relationships, resulting in relatively high assets per client and committee-based oversight by multiple principals. JRM operates as an independent adviser without proprietary products or referral compensation, maintains a formal Code of Ethics, and does not accept custody of client assets other than fee deduction (clients receive custodial statements directly).

To learn more about the advisors currently working at Jrm Investment Counsel., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.