Services

M&R Capital Management, Inc. is a large-capitalization focused investment manager.  We offer 2 main investment strategies: Value (our flagship strategy), and Growth.  We employ proprietary research in identifying companies that are trading at discounts to their underlying values,  have higher than expected future revenue/income growth prospects, or generate reliable and/or growing dividend income.  Our investment strategy is long term in its approach.

Your financial advisor will help you understand your current financial situation, identify your future goals, offer alternative strategies to improve your life and help you follow through on these recommendations.  We are your partner during the financial planning process and continue to be your partner in implementing and monitoring new strategies through your lifetime.  

When it comes time for your retirement you may receive income from social security, pensions, and other sources, but will it go far enough? Our fiduciary financial advisors will assess your financial needs in retirement by analyzing everything from expenses to your desired lifestyle.