MTM Investment Management, LLC
MTM Investment Management, founded in 2018 and headquartered in Spartanburg, South Carolina, is a boutique investment advisory and asset management firm. The firm provides customized investment counsel and advisory services to wealthy families, charitable endowments, and corporate retirement plans. MTM focuses on individualized financial planning and portfolio management by integrating economic, financial, and geo-political factors. The firm employs 10 professionals and is led by principals David C. Taylor and John P. Moore, serving both private and institutional clients.
Investment Strategy
MTM Investment Management employs a tactical and diversified asset allocation strategy, customizing each investment plan to align with the client’s individual objectives and risk tolerance. The firm integrates broad economic, financial, and geo-political factors into portfolio construction, focusing on wealth preservation and long-term growth. By maintaining ongoing relationships, they continually review and rebalance portfolios, supporting fiduciary responsibilities for institutional clients and addressing complex planning needs for families, endowments, and retirement plans. MTM does not offer proprietary products, ensuring advice remains unbiased and tailored to each client’s needs.
Top Holdings
Equity Positions (725)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 3.42% | $10.2M | 288,967 | $29.62 | $35.28 | +$3.3M |
A AAPL | APPLE INCORPORATED | 3.36% | $10.0M | 48,711 | $133.95 | $205.17 | -$778.7K |
L LOW | LOWES COMPANIES INCORPORATED | 3.33% | $9.9M | 44,744 | $162.77 | $221.87 | -$426.6K |
M MSFT | MICROSOFT CORPORATION | 3.04% | $9.1M | 18,219 | $236.01 | $497.41 | +$2.3M |
J JPM | JPMORGAN CHASE & COMPANY. | 2.79% | $8.3M | 28,698 | $129.41 | $289.91 | +$1.4M |