Lancaster, PA Office

Marin Capital Management (MCM) provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. Offerings described in the brochure include portfolio management across mutual funds, ETFs, individual stocks and bonds, options-based strategies, estate planning review, and access to private investments for accredited clients.

The firm describes a multi-asset class, core-and-satellite approach that emphasizes broad market exposure in the core with specialized satellite allocations for growth, sector, socially‑aware, or thematic objectives; portfolios are custom‑tailored to client goals and typically managed with client oversight. For clients who elect it, MCM implements a rules‑based options overlay via a proprietary platform (Omni Portfolio Overlay, Inc.), with execution handled by a designated third‑party trading desk while MCM retains advisory responsibility and oversight.

Several operational features distinguish MCM from many peers: the brochure discloses advisory activity involving private funds, pooled vehicles, and potential fund sponsorship or syndication, and an affiliation with the technology licensor of its overlay platform. The firm also describes formal referral relationships with tax professionals, operates multiple offices, and is managing a temporary dual‑registration transition of several advisors with another RIA, with supervisory procedures outlined to address related conflicts of interest.