Investment Management

At RMR, we offer investors an array of managed model portfolios, alternative investments, and separately managed accounts. RMR’s flagship investment program, Generations, is designed to help your portfolio build & grow to meet your goals with a focus on the long-term. Our Investment Committees oversee the selection of our strategies investments, and your account is consistently rebalanced to keep your portfolio on track with your selected strategy. Our firm believes in a diversified mix of investments blended together to meet our client’s unique circumstances. Your advisor will assist you in selecting the appropriate portfolios for your unique circumstances and will review your account with you regularly to discuss the reasoning for our periodic investment changes.

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Generations Wealth Strategy

Diversified Allocation Based Strategies

Generations Core Strategy - Strategies for those building wealth

Our core strategy uses low-cost, passive index funds to access exposure to the broader markets, while closely tracking benchmark style and sector weights. Core models will tend to have higher allocations to equity.

Generations Core Equity Strategy
Generations Core Taxable Fixed Income Strategy
Generations Core Tax-Exempt Fixed Income Strategy

Generations Wealth Strategy - Strategies for those who have built wealth

Our wealth strategy employs both passive and active funds. Low-cost index funds are at the heart of this strategy, but active management is used tactically when we believe it necessary. We over and underweight holdings relative to the benchmark in certain styles and sectors based on our determination of opportunities present in the markets.

Generations Wealth Equity Strategy
Generations Wealth Taxable Fixed Income Strategy
Generations Wealth Tax-Exempt Fixed Income Strategy

Generations Strategy Allocations

Individual Equity Strategies

Generations Tech - These are volatile strategies that are heavily tied to the performance of the technology sector. Thus, the title “Gen Tech”. These are not well-diversified strategies and should generally be a small allocation within a larger, properly diversified portfolio.

Generations Tech 10 Core Strategy - Supplemental strategy featuring 10 technology stocks that we have high long-term conviction in, with an equal weight of 10% in each position.

Generations Tech 10 Plus Strategy - Supplemental strategy featuring 10 more speculative, technology stocks that we have high conviction in, with an equal weight of 10% in each position.

Generations Tech 20 Strategy - The “Gen Tech 20” strategy combines the “Gen Tech 10 Core” and the “Gen Tech 10 Plus” with a 50/50 allocation split. The result is a strategy of 20 technology stocks with a weight of 5% per position.

Generations 50 Portfolio - A diversified strategy of 50 stocks with a sector allocation that aims to mirror the sector allocation of the S&P 500 but invests in our highest conviction stocks from the S&P 500 in each sector. Available to High-Net-worth and Ultra-High-Net-Worth Clients.

Large Cap Portfolio – A combination of Dividend Growth & Large Cap Growth strategies primarily comprised of domestic equities but does include an allocation to international equity. Available to Ultra-High-Net-Worth Clients and Institutional Investors.

Mid Cap Portfolio - A focused portfolio of primarily domestic Mid-Cap Growth equities. Available to Ultra-High-Net-Worth Clients and Institutional Investors.

Approved SMA Managers – RMR has vetted outside SMAs in both Equity and Fixed Income spaces to add manager diversity for our clients. Available to Ultra-High-Net-Worth Clients and Institutional Investors.

Generations Alternative Investments

A variety of non-standard investment options designed to complement our Risk Based strategies with an additional level of diversification and return potential. These strategies generally have liquidity restrictions and are only appropriate for long-term investors with sufficient assets. We believe these investment offerings are a critical component of a well-diversified portfolio and their lack of correlation to public markets can help reduce overall portfolio volatility while not impacting potential returns.

Generations Core Alternatives
- Offers investors a diversified portfolio of Alternative Investments by providing exposure to multiple Alternative Investment categories through one fund.
Generations Selected Alternatives - Custom portfolio selected by client’s advisor. Provides access to Alternative Investments in the areas of:
- Private Credit
- Private Equity
- Real Estate
- Digital Assets