RMR Capital Management LLC

RMR Capital Management LLC provides individualized investment advisory services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and businesses. Services include discretionary asset management across individual stocks, bonds, ETFs, options and private securities, plus complementary financial planning and consulting the firm may provide at no charge.

The firm constructs tailored portfolios and emphasizes a conservative fixed-income management approach characterized by constrained duration relative to benchmarks, strategic sector allocations, proactive term-structure management, and security selection based on credit and relative-value analysis. It may hold cash and cash equivalents as a managed asset class (money market funds, CDs, high-grade commercial paper) and generally assesses advisory fees on cash unless otherwise agreed, while monitoring and rebalancing portfolios on an ongoing basis.

Noteworthy aspects include managing roughly $171 million in discretionary assets for about 72 clients and offering complimentary financial plans or consultations—services that are less common among peers. The firm typically provides verbal annual reviews unless clients request written reports, does not accept proxy voting authority, and does not charge performance-based fees or sponsor wrap fee programs.