Investment Management - JMR Financial Group
Our Investment Management service provides for the continuous daily management of investment assets for individuals, families and organizations. Strategies are developed on a custom basis to maximize our clients’ financial growth. We work with our clients to quantify their goals and evaluate their personal risk tolerance. Our advisors are always just a phone call away.
All investment clients have access to an online portal giving them 24/7 visibility to their investment accounts. This portal also holds electronic copies of their quarterly reports.
Do you have a Minnesota Deferred Compensation Plan (MNDCP) that you need help managing? We are here to help!
MNDCP offers a self-directed brokerage option through TD Ameritrade for participants who desire a wider selection of investment options.
Contact Nathan Madill today at firstname.lastname@example.org to learn more about the MNDCP Self-Directed Option.
What differentiates us?
JMR is a Fee Based advisor. We charge a flat percentage fee for the management of our investment accounts. The only way JMR increases revenue is if we increase your account value. If your account value goes down, our revenue decreases as well. We are always walking down the same path as our clients, focused on increasing their net worth.
JMR Financial Group is also an independent, non-captive advisor. We have NO in-house proprietary investments that we are required to push or sell to clients. Instead, we have access to thousands of different securities on TD Ameritrade’s open architecture platform. Our advisors utilize the securities that have demonstrated the ability to achieve enhanced returns compared to other securities within the same asset class.