Martino Capital, LLC

Overview

Martino Capital, LLC is an independent registered investment adviser operating as a limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and concentrates its advisory work on financial planning, portfolio management for individuals and small businesses, pension consulting and selecting outside advisers. Martino Capital shows a clear preference for equity-focused strategies and runs discretionary portfolios for all of its reported AUM. The firm is not positioned as an ESG investor. Its business mix suggests a traditional wealth management model that pairs personalized planning with active portfolio construction and manager selection when specialized exposures are needed.

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Public Holdings

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Location & Offices