Marketwise Private Asset Management

Wealth Management

First and foremost, our clients' best interest.

Our Focus is You

Dynamic wealth solutions based on your passion and ideas.

Together

We'll work hard for your financial success.

Independent Thinking

Our Culture

Free from the conflict of interest often found at many large financial companies, we get to know you first and thoughtfully develop a plan to invest for your future, with your family and business in mind.


Distinctive Approach

Within our practice

We integrate investment ideas and techniques within your specific risk profile, taking into consideration expected returns and special needs for liquidity. A dynamic process associated to every day changes in the economic environment.

Fiduciary Standard

Our Duty

By law, this is our fundamental obligation. The clients' best interest is the foundation of our investment advisory work and we take every step necessary to ensure the fulfillment of our main responsibility.


The Real Impact

Transparency

Investment structures and their associated costs have an effect on your rate of return. In Today's investment landscape, hidden comissions deserve to be a thing of the past. We are fee-only and cost efficient.


Global Markets
in one account

Security

Bank Custody

As a core principle for investment transactions, money is managed in a custody account in the name of the client. Marketwise offers a choice of Financial Institutions based on the need of every customer.

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Technology

To stay ahead

Secure access to statements and reports include up-to-date information, porfolio analysis and a variety of transaction reports, all vailable anywhere from your PC, Tablet or SmartPhone

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Fee Only

structure

Our services are priced based on a set percentage of managed assets instead of comissions. Completely independent advice aligned with your results and away from propietary products.

(269) 243-9645

Management Fees

Fixed Income

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1.5% Based on AUM per yr

Equities

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2.0% Based on AUM per yr

OPTIONS

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2.0% Based on AUM per yr

Investment Management

Based on Risk, Return and liquidity

We evaluate your present financial situation, look at your unique circumstances, and then establish an investment policy that takes into consideration your objectives, time horizon and risk tolerance. Under this guidelines, some of our strategies include:

  • Credit markets
  • Diversified value
  • Long term growth
  • Cash Flow & liquidity
  • Defensive positions
  • Options trading

SECURE

Account Access

Review your statements and reports anywhere from your PC, Tablet or SmartPhone