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Investment Standards

Quality Investments&#160;<br/>

Quality Investments 

At Marin Wealth Advisors, we research and constantly review the multiple Exchange Traded Funds (ETFs,) and interval funds (where appropriate) which make up our portfolios. We take the extra step of screening these investment vehicles to ensure that you’re invested in companies with strong business fundamentals with rational valuations that provide best in class diversification. Achieving your financial goals by growing your portfolio while managing risk, maintaining diversification, and monitoring tax efficiencies are our highest priorities.

Individualized Investment Management

We develop a comprehensive investment strategy specifically for you. We structure and manage your investment portfolio based on parameters for risk and potential returns consistent with your investment goals. If you’re retired or close to retiring, we understand that income generation may be an important component of investing for you. Likewise, investors of all ages are interested in growing their wealth. We at Marin Wealth Advisors remain focused on the highest quality growth stocks and funds.

Choices for Your Investment Portfolio

We utilize the best available research and data to select quality investments in our clients’ accounts: Exchange Traded Funds (ETFs) and No-Load and Index Mutual Funds, as well as Growth Stocks, Value Stocks, Treasury, Agency, Corporate Bonds, Tax-Free Municipal Bonds, and Real Estate Investment Trusts (REITs.) All our investments are publicly traded securities, as we are committed to transparency and liquidity.

Model Investment Portfolios – Diversification for the Long Term

Investor performance is highly dependent on proper diversification and improved investor behavior. In addition to our individualized portfolios, we’ve created exceptional model portfolios designed to achieve the appropriate level of diversification while assuring a steady, stay the course, structure for the attainment of long term financial goals. Our models are designed to meet your unique investment profile, from very conservative to aggressive.

Our Responsibilities as a Fiduciary

Our Responsibilities as a Fiduciary

We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following fiduciary principles:

  • We will always put our client’s best interests first.
  • We will act with prudence; with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission

Contact Us
We Want to Hear From You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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