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Institutional Asset Management

Disciplined investment solutions that align your institution’s capital with long-term growth, stability, and impact.

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Investment Management Services

Asset Allocation & Portfolio Construction

Determine the most suitable asset allocation and create diverse, low-cost portfolios to deploy your investment strategies.

Due Diligence

Research of all available individual investments and strategies; assistance with investment audit requests.

IPS Construction

Assist in formulating a governing Investment Policy Statement and update at regular intervals.

Monitoring & Risk Management

Ongoing review and monitoring of your portfolio. Systematic rebalance of investment strategies and fund managers, as needed.

Custody and Reporting

RMR Wealth

RMR Wealth

Our Investment Committee oversees our model allocations and rebalances portfolios to align with our philosophy. Your advisor works with you to choose the most
appropriate options.

Custodian

Custodian

Our preferred custodians are Fidelity and Charles Schwab, but we can manage assets as needed on other platforms. Your advisor works with you to determine the most appropriate custodian for your strategies.

Reporting

Reporting

Through the Black Diamond Wealth Platform, you have access to investment tracking and performance reporting software that can aggregate your investment accounts to give a holistic view of your wealth.

Our Investment Committee

At RMR Wealth, disciplined oversight is central to how we serve institutional clients. Our Investment Committee reviews recommendations brought forward by specialized Sub-Committees, each focused on key areas of the investment landscape. This structure allows us to bring deep expertise to every asset class and strategy while maintaining consistency across the broader portfolio.

Investment Committee

Provides overarching oversight and governance of all investment platform decisions.

Sub-Committees

Each Sub-Committee conducts research, analysis, and provides recommendations to the Investment Committee for review.
Equity Models

Analyzes equity models and strategies.

Fixed Income Models

Balance income needs with capital preservation.

Stock Models

Conducts direct equity research and portfolio construction.

Alternative Investments

Evaluates opportunities in private equity, hedge funds, and real estate assets.

SMAs

Reviews separately managed accounts options for objectives and alignment.

Defined Contribution Investments

Guidance on institutional retirement plan options.

Digital Assets

Research on emerging digital asset opportunities.

Institutional Investment Strategies

RMR offers a full suite of investment strategies designed to scale with the needs of institutional investors, from smaller organizations to large endowments and nonprofits.

Designed for smaller institutions seeking a cost-effective, diversified starting point for long-term growth.

Generations Wealth Equity Strategy

Diversified equity exposure aimed at long-term capital appreciation.

Generations Wealth Taxable Fixed Income Strategy

Taxable bond allocation designed for income and stability.

Generations Wealth Tax-Exempt Fixed Income Strategy

Tax-exempt bond allocation for qualified entities seeking efficient income.

Asset Allocation

Goal-Driven Portfolio Design

  • Portfolios are structured around your institution’s unique objectives, time horizon, spending needs, and risk tolerance.

Separate Accounts for Focused Strategies

  • Different accounts house independent strategies that roll up to the overall portfolio allocation.

Diversification for Stability

  • Broad diversification across asset classes, sectors, and geographies helps reduce volatility and enhance risk-adjusted returns.

Robust Monitoring and Reporting

  • Regular performance reviews and transparent reporting provide insight, accountability, and confidence in every allocation decision.

Co-Management with Other Advisors

  • We coordinate when multiple firms manage portions of an institution’s portfolio and ensure adherence to approved investment lists where applicable.
Institutional portfolio allocation illustration

Liquidity & Cash Flow Management

Liquidity Planning

  • Align portfolio liquidity with operational needs, distribution schedules, and other liquidity events.

Cash Flow Forecasting

  • Anticipate inflows and outflows to prevent forced or untimely asset sales, ensuring efficient capital allocation.

Optimized Asset Mix

  • Balance highly liquid holdings with longer-term, less liquid investments to support both flexibility and return objectives.

Contingency Preparedness

  • Maintain a liquidity buffer to navigate unexpected events, market volatility, or capital calls without disrupting your investment strategy.

Stress Testing for Resilience

  • Regular scenario analysis helps confirm your portfolio can withstand adverse market conditions while meeting obligations.

Governance and Compliance

  • Strategies are designed to meet fiduciary standards and comply with evolving regulatory requirements.
Institutional liquidity and cash flow management illustration

Custom Reporting Solutions

Audit Support

  • Documentation and data access to streamline audit preparation and review.

External Account Feeds (Viewing Only)

  • Consolidated access to outside accounts for complete portfolio visibility.

Custom Reports

  • Reports posted at regular intervals as requested (monthly, quarterly, etc.) to align with your internal review process.

Client-Accessible Portal

  • Secure online access to view reports, performance summaries, and key updates at any time.
Custom institutional reporting illustration