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Martello Investments' Advisor Platform

The investment industry continues to evolve, becoming more competitive and complex. New entrants into the market, roboadvisors in particular, have forced advisors to redefine their value proposition. Martello helps investment advisors differentiate their services relative to peers and offer clients robust, risk-managed strategies to enhance their advisory practice’s offering. Our strategies can serve as a core product offering, or complement other products and services. Generally, we act as a money manager on Separately Managed Account (SMA) arrangements, and can customize our strategies to fit your clients’ risk/return objectives.

 

Martello Investments also provides Portfolio Models and Strategy Signals directly to select advisors through sub-advisory or white-labeled licensing solutions. We are also available to work with advisors to develop custom strategies using our technology. Each advisor relationship is different, so please contact us to further discuss your needs and a potential partnership.

Contact Us for More Information

If you are interested in learning more about our services for advisors, please fill out the form below to set up a meeting with our team.