A complete list of active advisors currently associated with MRM Group

Warmer can help you find a great advisor at MRM Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at MRM Group, 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.