Fear the downside

Traditional portfolios are risky for long-term income investors. Periods of large loss are a particular problem for loss-averse and interest rate sensitive investors like those in the years leading up to retirement and those in retirement. Risky portfolios also destroy long-term income. They force investors to either reduce current income to plan for potentially large future losses or carry the risk of running out of capital prematurely.

Long-term income investors have total return and income needs. We align portfolios with them.

Markin Outcome-Aligned Investing™ aligns each trading strategy with real-world investor objectives. Unlike most funds which focus on tangential statistical objectives like Sharpe-Ratio or loosely defined “diversification”, our strategies actively seek real-world quantitative investment outcomes that matter to long-term income investors such as: maximizing total long-term risk-adjusted return, long-term income with high certainty, and equity investing with alpha and less risk of large loss.

Markin Total Return Income strategies

Our Markin Total Return Income strategies offer an active investing and active risk-management approach for those seeking a risk-adjusted total return advantage over balanced investing and a long-term income with high certainty advantage over equity investing.

Markin Total Return Income Opportunities

Markin Total Return Income Aggressive

Markin Total Return Income Moderate Aggressive

Markin Total Return Income Moderate

How we work with RIAs

Markin strategies for retirement accounts (IRA, Roth, Individual 401(k), etc.) are available through sub-advised retirement portfolios and managed accounts.

How we work with retirement plan advisors

Markin strategies for retirement plan participants are available through a variety of investment vehicles including collective investment trusts (CITs). We also offer customized target-date implementations of our strategies.