Capital Resource Management (CRM) offers customized investment portfolio management services. CRM works with clients to understand their financial situation, risk tolerance, and investment goals. Based on this information, CRM recommends an asset allocation and selects mutual funds, ETFs, Treasuries, private investments, and/or third-party money managers. CRM monitors and evaluates the performance of these investments and provides quarterly reports to clients. CRM does not have authority to make trades without asking first. Clients must approve CRM's recommendations before they are implemented.
Fee Structure
CRM offers investment management services based on a percentage of the assets managed. The fee depends on the size and type of account. CRM also offers a flat fee option, subject to a minimum of $24,000 per year. All fees are negotiable. CRM prefers accounts with at least $5 million of investable assets, but may accept smaller accounts at a higher fee. Clients also pay custodial fees, brokerage commissions, money manager fees, transaction fees, and mutual fund fees.