A complete list of active advisors currently associated with Marram Investment Management, LLC
Warmer can help you find a great advisor at Marram Investment Management, LLC or one who fits your needs even better.
Marram Investment Management, LLC is a small independent registered investment adviser that provides discretionary portfolio management and ongoing investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit‑sharing plans, and certain corporate or business clients via separately managed accounts. The firm manages roughly $48 million for a limited client base and does not participate in wrap fee programs or provide non‑discretionary management. The firm pursues an opportunistic investment approach that combines quantitative screens and qualitative due diligence to identify value‑driven themes and special situations, and may implement trades using long and short equity positions, fixed income, options, derivatives, ETFs, and selective use of leverage and hedging. Marram retains full discretionary authority over investments, generally applies a consistent strategy rather than customizing core portfolios to each client, and conducts continuous monitoring of holdings and market developments. What distinguishes Marram from many solo independent advisers is its willingness to enter performance‑based compensation arrangements for qualified clients — a relatively uncommon practice in this peer group — and its acceptance of corporate and pension/profit‑sharing plan clients, which are less typical for firms of this size. The firm also requires employees to commit personal capital to its managed strategies and maintains a Code of Ethics and internal policies for trade aggregation and allocation to address potential conflicts arising from side‑by‑side management and incentive arrangements.
To learn more about the advisors currently working at Marram Investment Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Vancouver, WA
| 13
|
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