JRM INVESTMENT Overview
Jrm Investment Counsel Llc is an investment advisor that manages 314.7 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 12/31/20. The fund's latest filing disclosed 148MM in positions, representing 47% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 12/31/20. The fund's latest filing disclosed 148MM in positions, representing 47% of the manager's regulatory AUM.
JRM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JRM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 22.62% | Financials | 3.73% | 19.23% | 0 | 36% | ||
| VIG | 17.53% | ETF | -0.62% | -0.49% | 0 | 9% | ||
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FEATURED IN
JRM INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jack R. Mcdonnell | Managing Member And Chief Compliance Officer | October-2005 |
JRM INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JRM INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
JRM Investment Counsel, LLC works with each client to develop an appropriate investment strategy based on their risk tolerance, liquidity needs, goals and objectives. JRM Investment Counsel, LLC’s investment strategy is oriented toward preserving and accumulating wealth while mitigating risk, with a focus on value when evaluating individual securities.
JRM Investment Counsel, LLC does not attempt to use market timing as an investment strategy.
According to academic research, asset allocation determines the majority of the expected long term return of investment portfolios. For each client, JRM Investment Counsel, LLC develops an investment asset allocation strategy that seeks to maximize potential returns for their respective level of risk. For the majority of clients a diversified multiple asset class portfolio provides the best combination of investment returns, risk of loss and ...
Unlock Full Investment Process Description
JRM Investment Counsel, LLC works with each client to develop an appropriate investment strategy based on their risk tolerance, liquidity needs, goals and objectives. JRM Investment Counsel, LLC’s investment strategy is oriented toward preserving and accumulating wealth while mitigating risk, with a focus on value when evaluating individual securities.
JRM Investment Counsel, LLC does not attempt to use market timing as an investment strategy.
According to academic research, asset allocation determines the majority of the expected long term return of investment portfolios. For each client, JRM Investment Counsel, LLC develops an investment asset allocation strategy that seeks to maximize potential returns for their respective level of risk. For the majority of clients a diversified multiple asset class portfolio provides the best combination of investment returns, risk of loss and ...
Unlock Full Investment Process Description
JRM INVESTMENT Portfolio Concentration
JRM INVESTMENT Location
JRM INVESTMENT Contact Information
Phone Number: 402-498-3855
Fax Number: 866-669-9887
Website: null
Fax Number: 866-669-9887
Website: null
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