Our expertise is the prudent and disciplined management of our clients' financial assets. Clients work with Marshall & Sullivan for the following reasons:
Our Focus
- Client centered
- Team oriented, including your accountant, attorney and other advisors
- Monitoring of your portfolios on a daily basis
Our Investment Portfolio Management
- Customized to meet your needs, risk tolerance and goals
- Investment process that is driven by discipline, not emotion
- Robust diversification within each portfolio
Our Fee Structure
- Competitive asset-based fees
- Conflict of interest inherent in a commission-based fee structure is removed
- Management fees may be tax deductible.