Welcome to M&R
Capital Management, Inc.
As
a higher-end investment choice,
M & R Capital provides professional investment management
on an individual account basis. You receive the benefits
of owning securities directly coupled with the advantages
of having a dedicated portfolio manager.
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Working
with you and your financial consultant, M&R Capital
manages your portfolio as a distinct and separate entity.
We begin by defining your investment goals
as well as your willingness to accept risk before your
first dollar is invested.
We
do so through confidential interviews with you and your
financial consultant to gain an objective analysis of
your finances. With this input, we can build a portfolio
that reflects your investment goals and risk tolerance.
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Always
guided by our value investment discipline, we structure your
portfolio to cover a wide swath of risk tolerance, from
truly conservative too much more aggressive. We also
structure the portfolio to meet your needs for income and
stability relative to your goals for capital appreciation.
We
are committed to providing the highest value portfolio management
service to our individual and institutional clients. We seek
to provide a superior level of service in
each of the following areas:
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- Individual
review of your portfolio requirements.
- A
separately tailored portfolio created and maintained
to your investment objectives and risk tolerance.
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Access to the Portfolio Manager is available on an
ongoing basis with timely and responsive communication.
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Flexibility to meet your changing investment needs.
Comprehensive quarterly performance reporting.
We
take a very straight-forward view of the financial markets
and use it to build a sophisticated investment program.
We look at securities as what they are - claims against
underlying assets. As a value investor, we seek to buy
that claim at a discount to our estimate of the value
of the underlying asset. Our objective is uncomplicated,
but achieving it requires a high level of research,
expertise, discipline and independent judgment. |
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