BORLAND MARKER

Overview

Borland Marker is an independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm operates under an owner-managed model and charges clients via percentage-of-AUM, hourly, and fixed-fee arrangements. Advisory services span comprehensive financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Investment activity tilts toward public pooled vehicles: the firm’s filings show a clear preference for public funds and mutual funds as the primary building blocks of client portfolios. Borland Marker is not flagged as an active ESG investor and does not report itself as a multi-state or pension consultant adviser. The firm maintains discretionary authority over its reported assets.

Assets & Accounts

Investments & Alternatives

Location & Offices