As a Portfolio Manager, Marcus and his team work together with a select group of affluent clients and their families as well as corporations and foundations who share a common goal: to protect and grow their wealth in a reliable and predictable fashion. He provides highly personalized advisory services within a framework of disciplined, diversified portfolio construction, selecting from among the world’s most successful and exclusive money managers.
Thinking differently about how to ensure a positive impact in his clients’ financial circumstances, Marcus goes beyond traditional portfolio management in the equity and bond markets alone to include conservative and predictable alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions.
Marcus’ designations include the Registered Retirement Consultant, Certified Financial Planner, Chartered Life Underwriter and the Chartered Investment Manager, and his life insurance license.
If you are looking for all types of investment and insurance strategies, as well as financial planning, we are here to help.