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MRM was established in 1988 as an employee-owned private investment advisory firm, registered with the SEC. MRM maintains a strategic partnership with Provident Capital Management and its CEO, Michael Chapman. The strategic partnership focuses on collaboration on product development and enhancement as well as systems, logistical, and statistical backup and business continuity. MRM manages investment funds for individuals, corporations, qualified plans, trusts, foundations, and endowment funds across the United States. Each client's portfolio is managed on a discretionary basis, according to the client's investment objectives and guidelines as stated in the client profile.

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