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

MRM Overview Video

MRM overview/highlights.

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Dynamic Overlay

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.

Tax-Advantaged Income

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.

Dynamic International

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.

All Domestic Equity

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, Florida, Illinois, Iowa, Kansas, Nebraska, 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.

MRM's website provides in certain places information obtained from outside sources or other website addresses or links. The outside information, or any other website information or links, including market and price information, and any other information from outside sources, contains information maintained or provided by institutions or organizations that are independent from the MRM and MRM Entities. MRM does not approve, recommend or have any control over these unaffiliated entities. MRM cannot guarantee or assume any responsibility for the accuracy or completeness of any information provided by any outside organization or entity, and such information is not considered content or images contained on MRM's website. MRM recommends that a user independently review or verify any information provided by any outside source available on MRM's website before acting or relying on such information. If users click on any third party link, any transactions undertaken or information users submit will be subject to the privacy policy of the third party's website(s). For more information, see the resulting third party's privacy policy.