A complete list of active advisors currently associated with Marest Capital, LLC

Warmer can help you find a great advisor at Marest Capital, LLC or one who fits your needs even better.

Marest Capital, LLC advises individual and high‑net‑worth clients, providing discretionary portfolio management through a Wrap Comprehensive Portfolio Management program and referrals to third‑party money managers. The firm reports managing about $240 million for 67 clients and offers individualized investment advice for wrapped accounts. The firm’s investment process combines asset‑allocation approaches with fundamental, qualitative, cyclical and sector analysis, and may employ both long‑ and short‑term purchases depending on client objectives and risk tolerance. It performs due diligence and ongoing monitoring of third‑party managers it refers and uses discretionary authority to implement client investment strategies within agreed restrictions. Noteworthy features include an affiliation with licensed real estate agents and an affiliated entity through which the firm may recommend or be invested in real estate private funds, and its role as a wrap fee program sponsor — both of which the brochure identifies as potential conflicts of interest. The firm also discloses a custodial relationship centered on LPL Financial (including disclosed transition assistance), and that it provides bill‑pay and power‑of‑attorney services for some clients, leading to situations where it is deemed to have custody of client assets.

To learn more about the advisors currently working at Marest Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.