Using tactical investing to preserve and grow client wealth.
“Because we believe that stock prices reflect known information, our quantitative bottom-up approach offers our clients an efficient investment process designed to diversify and optimize portfolios to capture opportunity and avoid significant loss.”
Robert Rafael, President
Actively investing in Exchange Traded Funds (ETFs), this Flagship Portfolio allocates among broad-based domestic and international equity markets with opportunistic investments in sector ETFs.
Invests in US stocks seeking to maximize income while having potential for capital appreciation. Focuses on stocks that have a consistent record of paying dividends and the ability to sustain their dividend payments.
Rotating investments among country-specific and country-blended Exchange Traded Funds (ETFs), this strategy seeks to identify and monitor optimal portfolios through in-depth data analysis.
Focused exclusively on U.S. stocks, this investment approach looks to identify portfolio candidates that provide strong relative performance through use of a quantitative, bottom-up process.
MRM is a registered investment adviser with the state of Missouri, Illinois, Kansas, and Texas, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
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