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 is a SEC‑registered investment adviser whose principal office is located outside the United States and which serves both U.S. and non‑U.S. clients. The firm provides discretionary investment management for individuals (including both non‑high‑net‑worth and high‑net‑worth clients), families, small businesses, trusts, estates, and charities, typically through separately managed accounts and the use of independent sub‑advisors. The firm’s investment approach blends fundamental, cyclical, quantitative, and modern portfolio theory inputs and uses a proprietary optimization model to construct portfolios with an emphasis on long‑term holdings, periodic rebalancing, and cash management. Marnoa operates on a discretionary basis (it does not offer non‑discretionary services to U.S. clients per its disclosure), generally assesses fees as a percentage of assets under management, and recommends Pershing as a custodian for trade execution and custody. What distinguishes Marnoa from many peers is its cross‑border structure and a material non‑U.S. client base combined with a client mix that explicitly includes both non‑HNW and high‑net‑worth individuals receiving direct portfolio management. As of the brochure, the firm reported roughly $19.3 million in regulatory AUM across 59 clients, charges percentage‑of‑AUM investment management fees, and does not serve as a private‑fund adviser, which is uncommon in this peer group.

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.