Experience | Performance Review
At M&R Capital, we work with a wide variety of clients, many going back to the time the firm was founded. Our investment professionals are committed to the long-term success of our clients and their families. One of our many objectives is helping our clients maintain their standard of living. A number of them have placed virtually all of their investible assets with us and some have been with us for over 25 years (via predecessor firms.) We strive to preserve and increase clients wealth for present and future generations.
We employ the Advent / Axys portfolio reporting system for our quarterly reports to clients. This system is an all encompassing report system that provides clients with detailed reports related to performance, realized gains and portfolio review, in addition to other leading portfolio management tools.