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Resources Management Corp. /ct/ /adv
Resources Management Corp (RMC) is a privately held SEC-registered investment advisory firm headquartered in West Hartford, Connecticut. Founded in 1979, the firm has grown to provide investment advisory and financial planning services to high net-worth individuals, families, institutions, corporations, and municipalities. RMC offers both discretionary and non-discretionary investment management, including personal and trust accounts, retirement plans, profit-sharing, cash management, charitable annuities, and sub-advisory services. The firm is owned by Michael W. Herlihy and employs a team of experienced professionals including portfolio managers, financial planners, researchers, and client service specialists. RMC serves clients primarily in the Northeastern US and maintains notice filings in several states.
Investment Strategy
RMC constructs individually managed portfolios with both equity and fixed income components tailored to each client's specific objectives. Discretionary accounts, along with some non-discretionary accounts, are designed according to personal goals, risk tolerance, and time horizon. RMC emphasizes a combination of personalized financial planning and fundamental investment analysis for stock selection, benefiting from a collaborative team approach. As a fiduciary, RMC always aims to act in the client's best interest, including when recommending asset rollovers. The firm also offers sub-advisory services to other investment managers.
Latest 13F Filing Activity
Resources Management Corp. /ct/ /adv filed their most recent 13F report on Jun 30, 2025 disclosing 403 equity positions with a total 13F market value of $736M. The fund increased holdings in Amphenol Corp. Class A, Microsoft Corp., Broadcom LTD among other positions. Resources Management Corp. /ct/ /adv reduced exposure to Apple Inc., Unitedhealth Group Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.01% | $44.2M | 88,955 | $326.86 | $497.41 | +$10.0M |
A AAPL | APPLE INC | 5.57% | $41.0M | 200,049 | $189.64 | $205.17 | -$3.9M |
J JPM | JPMORGAN CHASE & CO | 4.76% | $35.1M | 121,026 | $137.81 | $289.91 | +$5.0M |
A APH | AMPHENOL CORP CLASS A | 4.74% | $34.9M | 353,157 | $41.69 | $98.75 | +$11.1M |
M MCD | MCDONALD'S CORP | 2.64% | $19.5M | 66,638 | $297.67 | $292.17 | -$1.4M |
Industry Allocation
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