James R. Martin Consulting, INC

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--> HOME | JRMCapitalManagement top of page BOUTIQUE INVESTMENT ADVISORY Specializing in Individuals, Not For Profits and Family Foundations ABOUT JRM? JRM is a fee for service registered investment advisor primarily serving individuals, not for profit organizations and family foundations. At December 31st 2024 JRM served 237 clients with assets under management aggregating $443 million. JRM focuses on client relations and virtually our entire client base has come from referrals from existing clients. We are proud to serve clients, their children, their grand children as well as other special purpose accounts. While JRM will help clients manage short term pools of money, JRM specializes in long-term asset management. ASSET ALLOCATION Each client has a custom asset allocation created to achieve long-term investment objective, focusing on a desire to achieve superior risk adjusted returns using best in breed investment managers in their space. RISK ADJUSTED RESULTS While targeting long-term returns risk is mitigated through careful construction of a complimentary, diversified, high quality portfolio of trusted investment managers with their own unique skillset. KEEP IT SIMPLE JRM works hard to keep client reports and other communications understandable. Most communications are limited to one page. PERSONALIZED PLANNING Listening carefully to a clients long-term investment objective and appetite for risk (market volatility) a unique plan is created. Among other things we focus o

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