A complete list of active advisors currently associated with The Marin Group Inc.

Warmer can help you find a great advisor at The Marin Group Inc. or one who fits your needs even better.

The Marin Group Inc. provides discretionary portfolio management and separate financial planning services primarily for individual and high‑net‑worth clients, overseeing roughly $128 million across about 140 accounts. The firm manages accounts on an individual basis, combines related household accounts for billing purposes, and offers continuous supervision and rebalancing as client circumstances or market conditions change. Investment decisions are driven by a proprietary "Cycle Investing" methodology that takes a top‑down view of economic cycles to rotate exposure among industry groups, and the firm applies both fundamental and technical analysis to guide model‑based buy and sell decisions. Portfolios may include a mix of equities, fixed income, ETFs, REITs and options, and the strategy contemplates both longer‑term holdings and shorter‑term trades tied to cycle and technical signals. Compared with many peers of similar size, the firm is notable for maintaining an explicitly model‑driven cycle approach combined with technical timing tools and for having recently transitioned to SEC registration despite a small advisory team. The firm also routinely requires clients to direct brokerage to a single custodian and aggregates trades and household accounts, practices that can affect execution and custody arrangements relative to other supported firms.

To learn more about the advisors currently working at The Marin Group Inc., 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.