A complete list of active advisors currently associated with Marnoa Private Wealth Counsel Ltd.

Warmer can help you find a great advisor at Marnoa Private Wealth Counsel Ltd. or one who fits your needs even better.

Marnoa Private Wealth Counsel Ltd. provides discretionary investment management and advisory services to individuals (including high‑net‑worth clients), families, small businesses, trusts, estates, and charities, managing approximately $229.6 million across about 355 client relationships with three advisors. The firm offers separately managed accounts, may appoint sub‑advisors, and provides financial planning only to clients who are resident outside the United States as part of an investment management relationship. The firm’s investment process combines fundamental and cyclical analysis, modern portfolio theory and a proprietary quantitative optimization model, with meaningful use of ETFs and institutional share classes where available and routine cash‑management for liquidity and fee purposes. Portfolios are actively rebalanced under discretionary authority to reflect Marnoa’s market views and client objectives, household accounts are aggregated for management, and execution and custody arrangements differ by client residence (U.S. accounts use an introducing broker/clearing custodian arrangement while non‑U.S. clients are serviced through a domestic dealer). What sets Marnoa apart from many peers is that its principal office is located outside the United States while it is also registered with the SEC, and the firm reports that the large majority of its assets are attributable to non‑U.S. residents — a cross‑border structure that affects regulatory oversight, custody arrangements, and investor protections. The firm also limits certain services by client residence (for example, it does not provide non‑discretionary management or financial planning to U.S. residents) and applies different proxy‑voting and custody practices for U.S. versus non‑U.S. accounts.

To learn more about the advisors currently working at Marnoa Private Wealth Counsel Ltd., 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.