Marshall & Sullivan, Inc. Registered Investment Advisor

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.

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Our expertise is in the prudent and disciplined management of our client's financial assets.