Specializing in Portfolio Management, Analysis, Trading, and Consulting
Asset allocation, security selection, portfolio optimization, monitoring & rebalancing
Stocks, bonds, ETFs, mutual funds, variable annuity sub-accounts & insurance
Capital markets, individual securities, economic trends, capital budgeting & NPV analysis
Financial advisers, small business owners, project managers & other finance practitioners
Our goal is to help our clients prosper through prudent long-term capital management. We endeavor to act in a professional and ethical manner at all times for the sole benefit of our clients. We aim to act with skill, competence, and diligence in our investment process and communicate with clients in a timely and accurate manner. We strive to act with independence and objectivity in our research process. Lastly, we seek to uphold the applicable rules governing capital markets to help ensure investor confidence. NR Capital Management claims compliance with the CFA Institute Asset Manager Code. This claim has not been verified by the CFA Institute. Please click here to learn more.