MTR Advisory Services, Inc.

MTR Advisory Services is an independent, state-registered investment adviser that works with individual investors, including high-net-worth clients, providing discretionary investment management and portfolio construction. Services include tailored portfolios composed of individual stocks and bonds, exchange-traded funds and no‑load or load‑waived mutual funds, along with ongoing account administration.

The firm builds client portfolios by assessing investment objectives, time horizon and risk tolerance, then implementing diversified allocations and rebalancing as needed to align with stated goals. It uses publicly available research and third‑party sources for analysis, typically seeks discretionary authority to execute trades, and conducts account reviews at least quarterly with annual written reports.

Compared with many peers, MTR manages a notable level of assets relative to its client count, which corresponds with its explicit work with high‑net‑worth individuals and its willingness to decline smaller portfolios despite having no formal account minimum. The firm discloses that it does not accept commissions, applies a written Code of Ethics with ongoing monitoring and training, may assume limited custody only with client authorization, and may refuse client trading restrictions it considers contrary to the client’s best interest.