A complete list of active advisors currently associated with Marshall Point Advisors LLC

Warmer can help you find a great advisor at Marshall Point Advisors LLC or one who fits your needs even better.

Marshall Point Advisors is a small, fee-only registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm manages roughly $11.4 million across nine client relationships and also offers standalone portfolio analysis and consulting on an hourly or fixed-fee basis. Portfolios are built from multiple asset classes—domestic and international equities and cash—and the firm describes its approach as disciplined and research-driven, using fundamental and technical analysis, charting, newsletters and model portfolios. While oriented to long-term fundamentals and diversification, the adviser also employs tactical measures such as loss guidelines, trimming positions and raising cash to limit downside during extended market weakness. Distinctive features include the very small client roster and monthly account reviews that enable close, individualized attention, along with the ability for clients to impose investment restrictions. Operationally, the firm does not aggregate block trades, does not take custody of client assets, and does not exercise proxy-voting authority, and it makes consulting-only analyses available for clients seeking second opinions.

To learn more about the advisors currently working at Marshall Point Advisors 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
Evelyn Blum	Port Clyde, ME	19

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