ASSET MANAGEMENT DISCRETIONARY PORTFOLIO MANAGEMENT
Marnoa Private Wealth provides discretionary portfolio management services. Our mission is to grow and protect your wealth responsibly through disciplined portfolio management.
Our approach to managing your investment portfolio weighs several factors—your goals, risk tolerance, time horizon, and tax implications—to build a stronger investment portfolio tailored to you. We select a mix of asset classes that closely matches your individual preferences.
We help you understand what you own and why. We believe in full transparency and direct ownership in the underlying investments. We are collectors of excellent businesses.
Learn more about our investment services
Investment Philosophy Our Core Investment Values
We invest in high-quality and competitively advantaged businesses in long-term secular growth trends at reasonable prices.
Our goal is to identify investments that display the following characteristics:
- Market leaders in their respective industry
- Strong balance sheets
- High and expanding returns on equity and invested capital (ROE and ROIC)
- Durable competitive advantages
- Stable organic revenue growth and rising profit margins
- Strong free cash flow
- Great management team
Our investment discipline is focused on generating long-term and risk-adjusted returns while seeking to minimize the risk of permanent capital loss for all our clients.
We give our clients access to institutional-quality private market solutions such as private real estate, private credit, and private equity to reduce portfolio volatility and deliver stable risk-adjusted returns.
We are firm believers that successful investing takes patience and discipline. We do not partake in trading or speculating. We are collectors of excellent businesses.
Building wealth is a long-term process and we are committed to guiding our clients on their financial journey.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
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