Form CRS

COVID-19 Update: This pandemic has roiled financial markets and has upset our daily lives and impacted us in ways never seen before in our history. M&R Capital is continuously monitoring developments and adjusting to minimize risks to you, our customers, and our employees while ensuring the ongoing operation of the company.


Following guidance of the CDC and state and local governments, all employees are working from home and are utilizing an array of technology to ensure that all of our operations are minimally impacted while being seamless to our clients. 

M&R Capital remains committed to meeting the needs of our clients while we work remotely.  

New Address: Effective October 1, 2020 M&R Capital will be moving offices to 25 Union Place, Summit, NJ 07901.  We will still be able to be via phone at our regular phone number: 212-584-8999.  Same great service from our new new home in New Jersey.

Wealth Management and Investment Advisory Firm

M&R Capital Management

M&R Capital Management, Inc. is a wealth management firm based in New York, New York. We serve individuals, small businesses, endowments, & nonprofits. The company is made up of a team of investment professionals who have decades of experience in implementing innovative investment strategies and providing financial advice.

Investment Planning

These are fully customizable investment planning services for the needs of every client. M&R Capital can design, implement, and manage custom solutions on an individual basis.

College Education Planning

We guide clients through the complicated process of planning for education expenses. Our experienced advisors will help you navigate through taxes, tuition, and the different structures for education plans.

Prime Funds

Financial security begins with an early start. With M&R Capital’s Prime Funds, a young investor can minimize expenses and fees, and build a solid foundation for a long-term financial plan. Clients can open a PrimeFunds account online with us. 

About M&R Capital 

Disclosure: M&R Investment Management, Inc. (“M&R”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services M&R offers, or that or its personnel possess a particular level of skill, expertise or training.

M&R mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning services are provided by M&R. M&R is not affiliated with any of its custodians including:

Schwab Advisor Services or Pershing Advisor Services.