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At Martello, we understand that there is no “one size fits all” investment approach. We utilize our expertise in investments and technology to build custom portfolios that account for the goals and values of our clients. Plus, as a registered investment advisor and fee-only fiduciary, our interests are aligned with our clients, and we never earn a commission for anything we recommend. Our team believes independent thinking is critical to building resilient investment portfolios; we rely on our own research and due diligence to source and structure investments. We believe our approach, which is driven by discipline, long-term thinking, and value, results in thoughtfully constructed investment portfolios built to stand the tests of time and market cycles.