Specializing in Individuals, Not For Profits and Family Foundations
JRM is a fee for service registered investment advisor primarily serving individuals, not for profit organizations and family foundations. At December 31st 2021 JRM served 261 clients with assets under management aggregating $488 million. JRM focuses on client relations and virtually our entire client base has come from referrals from existing clients. We are proud to serve clients, their children, their grand children as well as other special purpose accounts. While JRM will help clients manage short term pools of money, JRM specializes in long-term asset management.
Each client has a custom asset allocation created to achieve long-term investment objective, focusing on a desire to achieve superior risk adjusted returns using best in breed investment managers in their space.
RISK ADJUSTED RESULTS
While targeting long-term returns risk is mitigated through careful construction of a complimentary, diversified, high quality portfolio of trusted investment managers with their own unique skillset.
KEEP IT SIMPLE
JRM works hard to keep client reports and other communications understandable. Most communications are limited to one page.
Listening carefully to a clients long-term investment objective and appetite for risk (market volatility) a unique plan is created. Among other things we focus on each clients retirement goals, charitable giving plans and beneficiaries of their estate.
ACCESS VIA RELATIONSHIPS
With over 30 years of institutional investment management experience, JRM is able to access investment managers with outstanding risk/return characteristics. JRM is a relationship business and portfolios are built using trusted managers who we feel excel in their given spectrum of risk.
From tackling personal decisions to reaching important milestones, our job is to guide you on the path of success. We're fueled by our commitment to excellence and go the extra mile to make sure clients are fully prepared financially into retirement and beyond.
As a professional Investment Advisory firm, we believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes.
CHIEF INVESTMENT OFFICER
Jim is the sole investment advisor for JRM. He received a BA in Business from Eastern Washington University. Jim became a CPA in 1973 and spent 18 years with Delloitte & Touche, before becoming the Chief Investment Officer of the MJ Murdock Charitable Trust from 1988-2018.
Jim serves or has served on the advisory board of a number of private investment funds and serves on the investment committee for selected not for profit organizations. In 2010 Jim received from Institutional Investor Magazine recognition as the Best Chief Financial Officer for foundations under a billion dollars.
JILL FOREMAN, CFP
CHIEF OPERATING OFFICER
Jill has been Chief Operating Officer for JRM since 2005. Jill graduated from Portland State University in 2004 with a degree in Marketing, Supply & Logistics and a certificate in International Business. She obtained her Certified Financial Planning designation in 2010.
As COO, Jill is responsible for administration of client accounts, reporting, compliance, and trading among other things.
DAN KOERNER, CFA
Dan works as an Investment Officer for JRM. He received a BA in Business from the University of Northern Iowa and an MBA from Arizona State University. Additionally, he earned the Chartered Financial Analyst (CFA) designation in 2003. Prior to joining JRM, Dan enjoyed roles with large wealth management firms and most recently, spent the past seven years as an Investment Officer for a local investment advisory company.
Working in the financial services industry for over 20 years, Dan has deep investment experience, much of which has been spent managing client assets. Primary competencies include investment manager research, portfolio construction, market analysis, risk management and global asset allocation.