Portfolio Management

RMR Wealth Management believes in individualized, custom-tailored investing. We actively manage client investment portfolios, prioritizing the most tax-advantaged long-term outcomes. Each client portfolio is unique and circumstantial, but all portfolios are goal-oriented and well-diversified over multiple complementary asset classes including stocks, bonds, private placements, and social impact investments.

One of the first steps in the Wealth Management Process is to analyze your current portfolio in a variety of different ways. RMR Wealth Management will determine your current Asset Allocation and determine if that aligns with your financial goals and objectives. 


Analysis will be performed to determine that the level of risk associated with the current portfolio is aligned with our client’s risk tolerance. The advisor will determine the diversification of the portfolio and determine if asset classes and sectors are weighted properly. An analysis will be performed to show the historical returns of a portfolio allocated in a similar fashion to the client’s portfolio. An Estate Planning overview and Insurance Analysis will be performed to determine other areas of the client’s plan that needs to be assisted.

The next step in the process is the careful selection and execution of the portfolio strategy. With the combination of our in-house portfolio management services, the availability of separately managed accounts, and our network of premier external fund managers, we develop a well-constructed, diversified, and actively managed portfolio

Request a Complimentary Portfolio Analysis