Purpose-built investment strategies, aligned with your goals and values

Our team has steered portfolios through good and bad markets. We know how to build resilient portfolios designed to safeguard your financial future.

In-house Investment Management Tailored to You

Many financial advisors outsource portfolio management to money managers. This is a profitable strategy for the advisor. It costs the advisor nothing and allows the advisor to spend his or her time finding more clients. It also costs you more.

Investment management is a core responsibility of your wealth manager. When you choose us, you will work with a team that specialize in managing investment portfolios and understanding the market. Managing portfolios in-house can also result in “all-in” fee savings to clients compared to outsourced investment management services.

We understand that there is no “one size fits all” investment approach. We build custom portfolios that account for the goals and values of our clients. Plus, as a registered investment advisor and fee-only fiduciary, our wealth management services are fully aligned with our clients. We never earn a commission for any investment we recommend.

Our team believes independent thinking is critical to building resilient investment portfolios that can protect wealth. We rely on our own research and due diligence to source and structure investment strategies. Our approach is driven by discipline and long-term thinking. We believe this results in thoughtfully constructed investment portfolios built to stand the tests of time and market cycles.

Our areas of investment focus include:

Retirement Portfolio Strategies

The possibility of outliving your money consistently ranks among people's most significant fears. This highlights the importance of a sound portfolio and financial plan. We want to help you grow and protect what you've built. It's also important to maximize your peace of mind and make sure you never run out of money.

As a seasoned team of portfolio managers, we advocate what has proven itself successful over the long-haul. Our team chooses a diversified asset allocation and mix of investments based on your goals. We seek to implement your retirement portfolio strategy in the most efficient, low-cost way possible.

LEGACY Wealth Management

Our team can help families with estate planning goals sustain wealth for future generations. Our long-term approach helps ensure that the wealth you leave behind is deployed responsibly and well-managed for your legacy.

Wealthy families typically possess one of the most valuable assets an investor can have: a long time horizon. The greatest advantage to sustainable wealth building over generations is a long-term mindset. We focus on matching your capital with durable, long-term investments to protect purchasing power over generations.

Alternative Investments

For qualifying clients, we offer access to alternative investment opportunities, including liquid alternatives and private market investments. Alternative investments can provide an engine of portfolio growth that is not necessarily dependent on stock or bond prices. The goal of including alternative strategies into your portfolio is to diversify it further and generate more consistent return.

Investing in alternatives requires a meticulous understanding of each investment’s risk and return. Some advisors have access to alternatives, but knowing which alternatives are appropriate for your situation is of the utmost importance.

Martello’s team has robust alternatives investing experience for institutional clients and high net worth individuals. This experience gives us the tools to understand alternative strategies as well as the factors driving their risk and return expectations.

Investing for impact

Investors are increasingly interested in adding environmental and social considerations into their portfolios. Recent polling suggests that over 80% of investors want to promote positive social and environmental development while achieving competitive returns. Data from UBS suggests sustainable investment funds have topped $1 trillion in assets globally.

We can work with clients interested in considering non-financial principles (including environmental, religious, social, etc.) into their investment policies. For these clients, we make sure your investments remain in-line with the issues you hold dear.

yield enhancement and income

Retirees, trustees, and many others are often faced with the difficult choice of taking excess risk to generate needed income. We work with investors to maximize yield on their cash reserves while maintaining liquidity and limiting the amount of risk taken. We also introduce clients to mechanisms for increasing the yield on their long-term investments without taking additional downside risk.
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