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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