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Form CRS

First Class Investment Advisory Firm


M&R Capital Management, Inc. was founded in 1993 by John Maloney. The firm has grown over the years and has adapted to the changing opportunities in the asset management business. We have increased the number of products we offer to our clients and value our role as a large and mid-size capitalization investor. Today, we are a leading and highly reliable financial, investment, and charter financial advisors.


We pride ourselves with our abilities in working closely with our clients as we identify and implement their investment objectives. As our firm continues to grow, we will build upon our core principles that help our clients attain their objectives.


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.