top of page

INDEPENDENT

FRM is employee-owned and our sole source of revenues is directly from our clients who hire us to make their investment decisions

DISCIPLINED

We adhere to a strict value investment philosopy, seeking to deliver long-term performance while protecting against a permanent loss of capital

Our team has a 30-year history of managing portfolios and includes
7 CFAs and 5 CPAs

We use our own bottom-up research and analysis process developed over 50+ years to directly invest in individual stocks and bonds

Firm will be led by Managing Principal Meredith Moll and Principal Zach Riley Greg Hartz and Mark Millsap to Remain as Full-Time...

bottom of page