Request Portfolio Analysis

Newsletter Sign-Up

Portfolio Management

RMR Wealth Management provides a range of portfolio management solutions engineered to meet each client’s individual needs and objectives. Our investment approach provides a disciplined process that identifies the client’s unique investment goals, and establishes a personalized investment plan to meet them. Every relationship is started with a comprehensive portfolio analysis.

Portfolio Management Services

We work with our clients to build a well-diversified portfolio that is consistent with their risk tolerance profile. Using custom tailored asset allocation strategies designed to meet the goals and objectives of our clients, we continuously monitor the portfolios to ensure they remain properly balanced. Changing market conditions can cause the allocation of assets to move outside the targets set for a portfolio. When this happens, we re-balance the portfolios bringing allocations back into the desired range.

We construct each portfolio in a customized manner and diversify across a variety of asset classes globally. Correlation between different segments of the portfolio is minimized in order to maximize the portfolio’s risk-adjusted return. Our portfolio management includes both passive, market tracking components and active components which seek to add additional alpha. We conduct rigorous research in selecting each of these components. Because we are fully independent, our approach is unbiased and we are able to focus on portfolio performance. The asset classes and strategies we utilize include domestic and international equities, global fixed income, master limited partnerships, real estate investment trusts, structured products, alternative investments, managed futures, fixed and variable annuities, and cash value life insurance.

RMR Wealth Management, LLC is a SEC-registered investment advisor.
Securities offered through Dinosaur Securities, LLC a member of FINRA, SIPC & NFA.