Marshall Point Advisors LLC

Overview

Marshall Point Advisors LLC is a small, owner-operated limited liability company that provides discretionary portfolio management primarily for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and identifies its client base as individual and family households. It does not position itself as a capital allocator, pension consultant, or multi-state adviser, and it does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives