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Martello Investments' Role in Your Portfolio

Martello Investments offers private wealth management services to individuals, institutional investors, companies, and trusts. We understand that the ability and willingness to accept risk is path dependent, and that there is no “one size fits all” investment approach. We offer our full suite of strategies to Private Wealth clients, including strategic investment portfolios, which can serve as a core holding, or individual strategies, which can complement long-term holdings or static asset allocations. We are happy to customize our strategies to suit your needs as well; our platform incorporates a flexible design, allowing you to use our strategies individually or in combination.


You may already have a wealth advisor or are thinking about hiring one. If you already have a financial plan, we are happy to work with you towards fulfilling that plan. Likewise, we would be happy to work with your current wealth advisor, accountant, or other financial professional to make sure your wealth goals are fulfilled while we manage your money. We value our personal relationships with investors, and strive to provide transparency, liquidity, competitive fees, and our constant availability and attention. We are a fee-only advisor and a fiduciary with an honest mission: to build better investment portfolios for our clients. To discuss our offerings further, please contact us by filling out the form below.


Contact Us for More Information

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