MARRAM INVESTMENT MANAGEMENT, LLC

Overview

Marram Investment Management, LLC is a small, owner-operated RIA focused on discretionary portfolio management for individuals, families and a limited number of institutional clients. The firm charges asset-based fees and can employ performance-based fee arrangements, which indicates it manages both traditional advisory mandates and at least some outcome- or performance-oriented mandates. The firm’s filings show a clear preference for liquid, equity-centered allocations—exchange-traded equities represent the single largest asset class on the books—while mutual funds are used as complementary building blocks. Marram is not presented as an ESG-focused manager, nor is it registered as a multi-state adviser or pension consultant. Marram structures client relationships as separately managed or advisory accounts held at a third‑party custodian and runs its assets on a discretionary basis. The custody choice and the equity tilt point to a hands-on equity management approach that relies on direct market access and low-cost execution, rather than heavy reliance on illiquid alternative funds.

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