Strategies
Our Expertise
20 Years Average Co-Founder Experience
260+ Relationships Managed*
*as of December 31, 2023
100% Advisor Relationship Retention
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Strategies
Our asset management team brings you active strategies designed to help you compound wealth and systematically reduce exposure to large loss in a tax efficient manner.
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All of our strategies share the same core long-term objective: to systematically provide investors with more exposure to upside returns and less exposure to large losses, tax efficiently.
— David Marra, Managing Director
Explore Markin Strategies
Active, systematic strategies for alpha-driven growth, reduced downside risk, and tax smart performance.
Elevate Your Long-Term Returns – A Smarter Way to Compound Wealth in Your Core
Rely on active systematic management, tax efficient execution, and optional hedge overlays for enduring performance for the diversified long-term investor. Markin Total Return Income strategies offer an active, multi-asset solution for those seeking a risk-adjusted total return advantage over balanced investing and a long-term income advantage over equity investing. A tax efficient approach helps each portfolio thrive, so more gains stay where they belong.
Markin Total Return Income Opportunities
Markin Total Return Income Aggressive
Markin Total Return Income Moderate Aggressive
Markin Total Return Income Moderate
Minimize Risks, Maximize Potential – Equity Investing With Confidence
Harness Markin active equity strategies with optional hedge overlays for greater upside potential and a durable shield against steep market drops. The strategies seek to add alpha through active selection of well-researched, high-conviction equity opportunities with high growth potential. These strategies can serve as a core or complement a core equity portfolio.
Retirement Center – Reduce Risks to Enhance Long-Term Retirement Income
Capture the benefits an active, strictly risk-managed approach for those seeking long-term income with high certainty while also growing principal. These strategies are offered through a variety of retirement vehicles including target date vehicles.
Other Products
Markin strategies are available through a variety of investment vehicles such as separately managed accounts, limited partnerships, sub-advised portfolios, and collective investment trusts. We also offer OCIO services to advisors.
Who we serve
Investment professionals including RIAs, family offices and foundations.
Why Markin Asset Management?
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Our systematic hedge, total return income, equity, and retirement strategies are grounded in strong empirical and economic foundations. Fundamental economic logic, quantitative algorithms and large data sets inform decision making across the entire investment process: portfolio construction, position sizing, and risk management.
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Our investors are interested in long-term return and income outcomes with continuous attention to risk of loss. We employ a variety of proprietary investment and trading technologies seeking to maximize investor outcomes. Many of our strategies have either a long-term capital appreciation, income/yield, or tax efficiency objective.
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We incorporate sophisticated, active risk-management throughout the portfolio construction and investment processes. We seek to limit exposure to large drawdowns while profiting from shifting sources of return across market cycles. The goal is a risk profile that is consistent with investor expectations at all times and, over the long-term, better capital appreciation by avoiding large loss. Each of our strategies is offered with an optional options-based hedge overlay that can further reduce exposure to loss during times of market stress.
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Our investors are strongly averse to style-drift and strategies that have unknown or unstable return distributions over market cycles. We are deliberate in applying a dynamic, repeatable, systematized approach to every aspect of what we do. All of our strategies seek known, stable return distributions that are free of style-drift.
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Our investors prefer a smooth path to long-term outcomes, with fewer unknowns. Our strategies seek to provide these differentiated outcomes and capital protection benefits through the use of effective, active attention to reducing portfolio cross-correlations.
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We are small enough that you will actually talk with the PM when you need to and we are large enough that we can provide operational support to help you grow.
Want to know more?
Let’s talk about how Markin can support you in solving your investment challenges.