MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.
has acted as an investment broker and financial advisor for over 40 years and has extensive experience analyzing market trends and their impact on equity performance. His proprietary methods are based on a broad-spectrum form of microanalysis. During his career, Mr. Rafael has designed, tested and modified a wide range of other quantitative models, used for various portfolio strategies and applications. He founded MRM Group in 1988 as an employee-owned private investment advisory firm, registered with the SEC. He holds FINRA Series 1, 4, 24, 63 and 65 securities registrations.
heads Gery Sadzewicz Consulting, LLC, and has provided compliance consulting services to MRM Group since 2013. He helps the firm to identify regulatory and risk management challenges, and assists the company to build and implement practical solutions that satisfies the firm's compliance obligations. Gery is a Registered Options and Security Futures Principal (ROSFP) and holds NASD Securities and Principal Licenses, including Series 4, 7, 24, 27, 53, 63, and 65. He received his Bachelor of Science Degree in Finance from DePaul University in Chicago.
has extensive experience in business operations and administration. Mrs. Fehr has been employed with MRM Group since 1998 performing back-office operations. She currently oversees many facets of the company, including institutional and advisor service delivery, transaction execution and process management. She has a B.S. in Human Resources Management from Missouri State University in St. Louis.