Marin Capital Management
U.S. Headquarters:
4040 Civic Center Drive
San Rafael, CA 94903
Our Goal
Our goal is to build enduring relationships with our clients based on trust and understanding. We wish to create a lasting partnership to assist you in navigating the pitfalls of the investment universe by taking a conservative, broadly diversified approach, which generally results in portfolios that are less volatile and more productive.
To achieve this, we specialize in the design and implementation of multi-asset class portfolios.
Clients receive highly personalized service and receive long-term individualized counsel to help make smart, informed investment decisions throughout their lives. Each client's portfolio is custom designed to meet the requirements of their investment objectives, tolerance for risk, and liquidity needs.
How We Work
We provide Fee-Only portfolio management and financial planning services. Our advisors avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies, and we do not sell any financial products.
After evaluating your goals and risk tolerance, we can create a personalized investment plan that is in harmony with your financial objectives. We believe that a long-term investment strategy offers the strongest potential for realizing your desired rate of return.
Long-term investing minimizes risk and allows for the selection of a sound asset-allocation strategy.
We work with people of all ages from all walks of life. You can engage us on either a one-time basis or as needed. You receive personal attention. Whether you are building assets for the future, or seeking to protect, enjoy, and pass on those you already have, Marin Capital Management is ready to help with sound, professional advice.
Investment Philosophy
At Marin Capital Management, we believe that concentrating your wealth only within the traditional asset classes of stocks and bonds exposes your portfolio to unnecessary risk and volatility.
Modeled after some of the most productive university endowments, our investment strategy is geared toward spreading your assets across multiple asset classes that have little or no correlation to one another.
The input of the client is essential during the portfolio design process. We allocate funds based on the client’s specific investment goals, risk tolerance, and liquidity concerns.
With a multi-asset class approach to investing, client portfolios generally experience lower volatility with more consistent long-term results. While a strategy that employs multiple asset classes is our preferred method, we also have extensive resources for designing a productive portfolio
consisting of a more traditional allocation.
As always, the ultimate decision rests with the client, and the portfolio that the client is most comfortable with is the portfolio that will be implemented.
Financial Planning
Invariably, no matter how wealthy the client, they will ask us the question, “Will I have enough?”
Whether it refers to enough capital for a comfortable retirement, enough to cover college expenses, or enough to fund a home purchase, financial planning is a vital service in addressing these needs.
After completing a thorough personal data gathering process, we then utilize the latest financial planning software to create an easy to understand blueprint for your financial future. The financial plans we generate will outline how to achieve your stated goals, and will improve your probabilities of reaching them.
Our software application will create “What If” scenarios to give you the best and worst case scenarios for the investment returns on your savings. Additionally, the software specializes in Monte Carlo analyses, which will perform numerous trial simulations, inserting randomly selected values for unknown variables and evaluating the probability of each relative to your objectives.
Life can be filled with uncertainties. A sound financial plan can be critical in helping reduce the level of uncertainty in achieving your goals.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Marin Capital Management has a portfolio minimum of $500,000 to accept inquiries through this directory.
