At a Glance

Assets Under Management: 90 million

Year Founded: 1988

Strategies: All Domestic Equity, Dynamic Overlay, SMAs

Headquarters: St. Louis

Portfolio Manager: Robert Rafael

MRM Group

We seek to achieve our primary goal – to outperform equity markets through
tactical use of efficient investments, such as ETFs — by controlling the impact
of down stock markets on client portfolios and participating broadly in strong
market performance.

It is our belief that “buy and hold” strategies ignore the powerful negative impact
that today’s market volatility can have on wealth-building. We only have to look at
the price behavior of a broad stock market index, like the S&P 500, to see the
potential effects of the significant rise in volatility.

DOWNLOAD MRM GROUP OVERVIEW

DOWNLOAD AN INTRODUCTION TO DYNAMIC OVERLAY

MRM-Monthly-Commentary

PerformanceMRM-Group-Performance-2018