Our Greatest Asset
We owe our success to our clients. CRM was founded in 1973 as a firm managing assets for a few wealthy individuals. Since that time, our client list has grown to include corporate and public pension plans, endowments and foundations, hospitals, community and religious organizations, Taft-Hartley and multi-employer funds as well as individual and family trusts.
In addition to building long-term client relationships, we have worked hard to build relationships with the consulting community, helping our clients and their consultants to understand why we invest the way we do and how their portfolios are structured to enhance returns.
What type of investor are you? Choose a portal below to access resources and information customized to meet your investment needs.
“Many CRM clients have invested with us for several decades, through bull and bear markets. We are committed to ensuring that our clients understand the rationale for our decisions and the structure of their portfolios.”