Las Cruces, NM Office

Marshall Investment Management is a registered investment adviser that serves individuals, high net worth clients, foundations, retirement plan sponsors, trusts, and estates. The firm offers discretionary and non-discretionary investment management through its Advisor Managed Portfolios (AMP) platform, along with financial planning, consulting, and retirement plan advisory services.

Investment programs are built around asset allocation across cash, individual stocks, bonds, ETFs, mutual funds, government and municipal debt, and select alternative investments, with portfolios tailored to each client’s objectives, time horizon, and risk tolerance. Marshall Investment implements client plans on a day‑to‑day discretionary basis when authorized, monitors accounts regularly, performs rebalancing as needed, and also uses LPL-sponsored model programs (MWP and MAS) and third‑party money managers for certain mandates.

What is distinctive about the firm is that it sponsors and manages its own AMP Wrap Program, under which it states transaction costs are absorbed by the firm and that all client accounts are managed through the program. The firm also discloses an affiliation with an insurance agency (Insurance Specialists of Colorado Inc., d/b/a Kirsch Insurance Specialists) and that its advisors are dually registered with LPL Financial, arrangements the brochure notes can create additional sources of compensation and are managed through disclosure and coordination with clients and other professional advisors.