MRM Group

MRM Group primarily serves individual investors — including high-net-worth individuals, IRAs, trusts, estates, charitable organizations and business entities — through discretionary asset management and sub-advisory arrangements. The firm also provides model portfolios to other advisers and acts as a portfolio manager within a Morgan Stanley IMS wrap-fee program, in addition to uploading models to platforms such as Envestnet and Adhesion.

The firm employs a quantitative, rules-based and active approach across three named strategies (Dynamic Overlay, All Domestic Equity, and Tax-Advantaged Income) that use U.S. equities, ETFs and mutual funds. Strategies may be concentrated (generally selecting up to ~20 top-ranked stocks), permit substantial cash positions (the Dynamic Overlay can hold up to 70% cash or equivalents), and are monitored and rebalanced with performance compared to benchmarks in the firm’s client communications.

MRM Group is distinctive among peers for operating as a solo practice while managing model portfolios for third-party platforms and participating in a wrap-fee program, a combination that is relatively uncommon for supported firms. The firm also distributes regular commentary that includes historical performance comparisons — a practice few peers advertise — and manages roughly $56 million in discretionary client assets across several hundred accounts.