Powered By Chamber Nation
Dynamic Overlay
|
|
ETF Universe
MRM screened the ETF universe to identify a diverse group of potential investments; representing markets, market segments, and industry sectors. As new ETFs are introduced into the market, MRM monitors them for potential inclusion in the universe, as they mature and become more liquid.
Quantitative Evaluation & Ranking
ETFs in the universe are quantitatively ranked, based on a broad set of technical factors related to price momentum and relative strength. If a portfolio candidate scores positive on ALL criteria, it is fully-weighted; if it has NO positive scores, it is minimum-weighted.
Portfolio Construction
To enhance diversification and incorporate decorrelated assets into the portfolio, ETF investments are made based on designated ranges to ensure that all twelve holdings are represented. When investing in cash, MRM utilizes the money market to 2-year Treasuries.
MRM GROUP
NICHELLE FEHR
12444 POWERSCOURT DRIVE SUITE 350
SAINT LOUIS, Missouri 63131
3146281100
MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.
MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.