M&R Capital

  • 25 Union Place, 3rd Floor Summit, New Jersey 07901
  • 212-584-8999
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M&R Capital provides customized investment advisory/wealth management solutions to individuals, high net worth individuals, trusts, estates, businesses and charitable organizations. This is achieved through continuous personal Client contact and interaction while providing both discretionary and non-discretionary investment management and related advisory services. M&R Capital utilizes either a strategic and/or tactical asset allocation approach to managing Client assets. To find the right approach, the Advisor works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy.