Welcome Financial Advisor Marketing Podcast Listeners
David Marra
Episode: Asset Management and Portfolio Design
Welcome and thank you for tuning in to my interview on Stephen Oliver's Financial Advisor Marketing Podcast! Stephen was a fantastic host. During the podcast we discussed the synergy between technology and traditional investment strategies, and how Markin's innovative approach to research and portfolio management is revolutionizing the way advisors deliver value to their clients.
At Markin Asset Management, we develop rigorous systematic methods that seek to manage risks, reduce exposure to large losses, maximize tax efficiency, and ultimately improve the income and return characteristics of portfolios for clients who are in the investing or retirement phases of their lives. Our approach builds on traditional investment theory and quantitative advances to help Registered Investment Advisors (RIAs) utilizing our investment services better manage risks and capitalize on opportunities.
If you are an RIA looking to enhance your investment offering with a disciplined, risk-managed and diversified approach, we might be the right fit for you.
Below are the resources I mentioned on the podcast. If we can be of service to you and your practice, don’t hesitate to contact us.
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