Momentum Investment Research and Management, LLC

Momentum Investment Research and Management, LLC offers discretionary portfolio management and subadvisory services to other advisers, and also provides individual and high‑net‑worth financial planning and account management. The firm’s Form ADV reports no assets under management and no individual client accounts, consistent with a recently formed practice that emphasizes outsourced relationships with other advisers.

MIRAML uses a blend of fundamental, quantitative, technical and modern portfolio theory analyses and generally implements equity‑focused, long‑term trading strategies, documenting objectives and risk tolerances in an Investment Policy Statement and operating with discretionary trading authority. The firm provides ongoing monitoring and periodic reporting through custodians and states fiduciary responsibilities when advising retirement accounts.

Noteworthy differences from many peers include a requirement that clients use a specific custodian platform (Altruist) and a stated policy not to aggregate or block trades across multiple client accounts, practices that can affect execution and trade allocation. The firm also highlights short‑term subadviser engagements and one‑time financial planning deliverables, and it does not accept performance‑based fee arrangements.