Marina Wealth Advisors

Marina Wealth Advisors provides investment management, financial planning, and related services to individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and businesses. The firm manages roughly $36 million across a small client base and also offers held‑away account review, referrals to outside managers, and tax preparation services for ongoing clients.

The firm builds individualized investment policies and combines fundamental and cyclical analysis, using both passive and active vehicles and, when appropriate, outside managers to implement portfolios. Notably, Marina Wealth Advisors states it may use derivatives and borrowing within separately managed accounts as part of its implementation and risk management processes, and it monitors leverage and manager practices through its due diligence.

Compared with many peers, the firm bundles ongoing subscription planning and project‑based hourly planning with investment management and coordinates tax preparation through a third‑party CPA for clients who engage both planning and advisory services. Operationally it also uses account aggregation for held‑away assets and documents procedures such as annual password changes for third‑party access, and the firm’s principal holds the CFA designation reflected in its compliance and ethics policies.