MRM Strategies

MRM’s Quantitative Investment Strategies

We use a consistent quantitative investment process, across all five equity strategies, that incorporates uniform decision-making components, as briefly described below.

Dynamic Overlay:

An actively-managed all-ETF portfolio that seeks higher returns, protection of principal and reduced volatility. Invests in ETFs across a broad spectrum of equity markets, segments and sectors of various equity markets, and utilizes non-equity segments, when indicated, to further diversify the portfolio.

Tax-Advantaged Income:

A quantitative strategy that uses about 20 U.S. stocks. Seeks to provide predicable and relatively high return compared to the decreasing income levels of many asset classes during this period of low interest rates. Low portfolio turnover results in more tax-efficient income.

Dynamic International:

A quantitative strategy that rotates investments among Country Specific and Country Blended International ETFs that seek to offer the potential for capital appreciation.

All Domestic Equity:

An actively-managed U.S. stock portfolio that uses a quantitative, bottom-up investment process focused on identifying stocks with strong relative momentum and improving prices.

MRM Strategies


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