MJM Investment Advisors, Inc.

Overview

MJM Investment Advisors, Inc. is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges fees based on a percentage of assets under management and also produces periodicals or newsletters as part of its client communications. Investment activity shows a clear equity bias: the firm concentrates the bulk of client capital in exchange-traded equities and uses mutual funds as complementary building blocks. MJM does not list itself as an active ESG investor and appears to operate from a single-office footprint, suggesting a primarily regional client base and hands-on advisor relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices