Marnoa Private Wealth Counsel Ltd.

Overview

Marnoa Private Wealth Counsel Ltd. is a small, owner-operated wealth advisory firm that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and focuses its allocations on publicly traded equities and pooled vehicles such as mutual funds and ETFs. Marnoa does not identify itself as an active ESG investor and does not position as a capital allocator to external private fund platforms; its advisory mandate centers on direct portfolio management rather than fund-of-funds or large-scale private capital deployment. The advisory activity is concentrated on tailored, discretionary management for households and small business owners. Given the firm’s scale and client base, its investment approach appears execution- and custody-oriented, relying on liquid public markets for exposure with an emphasis on equity exposure as the primary return engine.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices