A complete list of active advisors currently associated with Marquam Capital

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

Marquam Capital provides discretionary portfolio management and occasional non-fiduciary plan-setup consulting to a mix of individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities; the firm reports about $41.2 million in assets under management across roughly 173 client relationships and three advisors. It typically implements investment policy on a discretionary basis unless a client’s agreement specifies otherwise. The firm emphasizes diversified asset-allocation implemented with mutual funds, ETFs and individual securities and may incorporate strategies such as trend following, covered-call writing, ESG screening, or Shari’ah-compliant approaches. For Shari’ah-compliant mandates Marquam Capital refers clients to an independent third-party manager (Azzad) and requires discretionary authority for implementation; the firm publishes separate minimums for these halal strategies. Noteworthy distinctions include recent material changes disclosed in its ADV (updates to management’s other business activities and AUM) and documented management involvement in Islamic finance organizations and commentary to market data providers, which underpin its capacity to support Shari’ah-compliant investing. The firm’s use of pooled investment products (mutual funds/ETFs) and the recommendation of third-party pooled Shari’ah-compliant programs are less common among similarly sized supported advisers.

To learn more about the advisors currently working at Marquam Capital, 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.