Marketstrats, LLC

Overview

Marketstrats, LLC is an independent registered investment advisor structured as a limited liability company that serves both individual and institutional clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, using a fee mix that includes a percentage of assets under management, hourly charges and fixed fees. Investment activity is heavily equity-focused: the firm prefers exchange-traded equities as the primary building block of client portfolios and uses liquid, traded instruments to implement core exposures. For manager allocations beyond traded equities, Marketstrats looks to third-party real estate managers to provide alternative exposure and to complement equity-heavy allocations. The firm does not position itself as an active ESG investor and is not designated as a multi-state or pension consultant adviser. It operates as an individual-owned RIA and does not act as a capital allocator in the sense of running a proprietary fund platform; instead, it blends direct equity exposure with selected outside managers and traditional investment products.

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