Marketstrats, LLC

Overview

Marketstrats, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. Its client mix spans individuals and families as well as some institutional relationships. The firm provides financial planning and portfolio management specifically oriented toward individuals and small businesses, and charges a combination of percentage-of-AUM, hourly, and fixed fees depending on the engagement. Investment practice is equity‑centric and the adviser does not self-identify as an active ESG investor. Marketstrats is not structured as a capital allocator and appears to rely on external managers and product wrappers to implement parts of its strategy rather than running an internal alternative-investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives