M&r Capital Management Inc

M&R Capital Management, Inc. is a Registered Investment Adviser founded in 1993 and located in Summit, New Jersey. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Services include customized investment management, financial planning, and consulting based on clients' financial goals and risk tolerance. The firm acts as a fiduciary for all clients, ensuring advice is in the client's best interest. M&R Capital manages assets under management totaling $522,283,133 as of December 31, 2023, with a minimum account size generally set at $100,000. Investment strategies involve fundamental and technical analysis methods, with a focus on market risks, lack of diversification, and margin borrowings. The firm does not charge performance-based fees or participate in side-by-side management. Clients are responsible for fees for advisory services, custodial and execution fees, and other expenses. M&R Capital does not have custody of client assets and provides discretionary and non-discretionary investment advisory services. Clients retain the responsibility for voting proxies on securities in their portfolios. The firm maintains a Code of Ethics and prioritizes client privacy and data security. For more information, visit www.adviserinfo.sec.gov or contact 212-584-8999.