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Form CRS


M&R Capital Management, Inc. provides investment services for all types of investors. Utilizing our broad spectrum of capabilities, we have the ability to create customized solutions for all investment management needs.

Investment Planning

M&R Capital Management, Inc. is a large-cap value and multi-cap value investment firm. We employ proprietary research in identifying securities that are trading at discounts to their underlying values. Therefore, as value investors, our investment strategy is long term in its approach. We expect to hold securities for several years and do so in companies that have strong fundamentals accompanied with a proven history of success within their industry.

College Education Planning

College education planning with M&R Capital is designed to establish a plan for funding the rising costs of higher education. Beginning with determining the educational needs and preferences of each client, our portfolio managers will help you understand the costs and options for educational expenses. M&R Capital will guide you from assessing your options through to successful degree completion.

M&R Capital Philosophy

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.