M&R Capital is a large cap value and multi‐cap value investment firm. Through proprietary research, we identify securities that are trading at discounts to their underlying values. Therefore, as value investors, our investment strategy is long term in its approach. We expect to hold securities for several years and do so in companies that have strong fundamentals accompanied with a proven history of success within their industry.

GLOBAL ASSET ALLOCATION: M&R utilizes a multi‐cap asset allocation strategy. Both domestic and international equities, American Depository Receipts (ADR’s), and Exchange‐Traded Funds (ETF’s) are incorporated within the international segment of the portfolio as a cost‐effective means of international diversification and ETF’s are used to achieve the small and mid cap equity exposure.