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Tax-Advantaged Income
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U.S. Stock Universe
U.S. stocks listed on the NYSE, ASE and OTC markets have generally paid increasing dividends for 20 years or more.
Quantitative Evaluation & Ranking
Using a quantitative, bottom-up investment process, the methodology seeks to identify stocks that have a consistent record of paying dividends in the past and seem to have the ability to sustain their dividend payments, in our opinion. Seeks to provide predictable and relatively high returns compared to the decreasing income levels of many asset classes during this period of relatively low-interest rates. Low portfolio turnover should result in more tax-efficient income.
Portfolio Construction
The strategy invests in up to the top-ranked 20 stocks that meet the criteria, approximately equal-weighted with diversification between companies and sectors, with no exposure to REITs.
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.