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 09/30/21. The fund's latest filing disclosed 197MM in positions, representing 63% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JRM INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 25.11% Financials 4.78% -0.22% 0 28%
BX 10.1% Financials 23.88% 1.77% 0 16%
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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 ...
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JRM INVESTMENT Portfolio Concentration


JRM INVESTMENT Contact Information

Phone Number: 402-498-3855
Fax Number: 866-669-9887



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