Murray Investment Management, LLC

Murray Investment Management, LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and corporations, documenting client objectives in an Investment Policy Statement tailored to each relationship. The firm manages a broad set of instruments — equities, mutual funds, bonds, ETFs, REITs, private placements and insurance products — and oversees roughly $159 million in client assets across a limited number of client relationships.

The firm’s investment process combines fundamental, technical, charting, and cyclical analysis to construct portfolios and typically operates with discretionary authority to implement the client’s IPS and execute transactions on their behalf. Accounts are monitored regularly and reviewed at least quarterly by the firm’s managing member, and the firm engages in both long- and short-term positions as well as active trading when appropriate.

Distinctive features include the use of derivatives strategies — options writing (including covered and uncovered options and spreading strategies) — within separately managed accounts, a practice that is relatively uncommon among similar supported firms. Operationally, the adviser requires clients to use its recommended custodian, withdraws advisory fees directly from client accounts, and maintains standing letters of authorization to move client funds, concentrating custodial and execution arrangements more than many peers.