Powered By Chamber Nation
Global Strategies
|
|
U.S. Stock and ETF Universe
The global equity strategies incorporate the use of both U. S stocks (universe used for All Domestic Equity strategy) and International Country and Country-Blended ETFs (universe used for MRM's Dynamic International strategy.)
Quantitative Evaluation & Ranking
Each universe is evaluated and ranked separately, focused on identifying the most attractive U.S. Stocks and International ETFs. As investment candidates for each strategy are identified, the strategy-specific model isolates those that meet criteria and rank at the top of each universe.
Portfolio Construction
Global portfolio construction consists of three important steps. Bottom-up evaluation of each top-ranked investment opportunity list generated by both the international and domestic quantitative modeling and then analysis of the combined global portfolio allocations.
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.