Managed Accounts

At Mendham Capital Management, we understand you may be interested in a managed account. These are accounts that can only be offered by a registered investment advisor representative. Through Raymond James, Mendham Capital Management offers diversified portfolios which are professionally designed and managed so that the managers are on the same side of the table as the investors. Together, we'll help you build a diversified portfolio of carefully selected managers designed to help you accomplish your financial goals.

Financial Planning

For a more in-depth approach, we can discuss and create a custom allocation model. We have at our disposal AllocationMaster (AM), a program developed to perform high-level detailed portfolio analysis. AllocationMaster looks at your current portfolio, your overall risk tolerance, investment time horizon, and your goals and resources. We can create a custom allocation model based your information and feedback.

Unlike comparisons between your current portfolio and a recommended portfolio, Allocation Master is a sophisticated investment planning tool. This program has integrated Harry Markowitz’s Modern Portfolio Theory and the idea of the Efficient Frontier. A broader discussion of this program and its many features can be discussed at your convenience simply by contacting our office.

Pearl Services

Municipal bonds are attractive to investors in high tax brackets because, in most cases, the interest income is excluded from federal income tax calculations.. We review the risk/return profile of a fixed income portfolio that can be affected by fluctuating markets and interest rates, as well as shifting credit qualities and changing federal tax law. Mendham Capital Management, through Raymond James Pearl Services, can provide personalized municipal portfolio reporting, analysis and strategy implementation for clients with significant municipal wealth.

Our Pearl Reports contain the following information:

  • Portfolio Summary including most Fixed Income Securities
  • Maturity and Duration Profiles
  • Monthly Cash Flow
  • Income Subject to AMT
  • AMT Exposure
  • Rating Analysis
  • Underlying Ratings
  • Insurer Exposure
  • State Exposure
  • Coupon Rate
  • Glossary of Terms
  • Evaluation Pricing
  • Acquisition and Adjusted Cost Basis (if available)
  • Horizon Analysis: Calculates the effects of a given interest rate and/or time change on a bond.

Call our office to request a customized report.

As with all investments, there are pros and cons to each. Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment.This is why is it so important to work with an advisor who is willing to discuss and explain all of your opinions without pressure or obligation.

Give us a call to experience the difference first-hand.