MRM Group

MRM Group provides discretionary asset management to individuals (including high‑net‑worth clients), IRAs, trusts, estates, charitable organizations and business entities, offering three model strategies — Dynamic Overlay, All Domestic Equity, and Tax‑Advantaged Income — that invest primarily in U.S. equities, ETFs and mutual funds. The firm also serves as a sub‑advisor to other advisory firms and acts as a portfolio manager on Morgan Stanley’s IMS wrap‑fee program.

The firm employs a quantitative, rules‑based investment process using optimization, technical analysis and computer models, with regular rebalancing and rotation of holdings. Its strategies include notable cash flexibility — Dynamic Overlay may allocate up to 70% to cash equivalents and the All Domestic Equity approach can hold as much as 60% in cash — and the firm provides regular performance reporting and a monthly market commentary that compares strategy returns to benchmarks.

Noteworthy features relative to peers include the firm’s practice of publicly presenting strategy performance and its distribution of model portfolios onto third‑party platforms such as Envestnet and Adhesion for negotiated asset‑based fees, arrangements that are uncommon among similar advisors. With approximately $53.6 million in discretionary AUM across about 136 client accounts and an established operating history, MRM Group operates as a boutique, rules‑driven manager focused on equity‑oriented quantitative strategies.