Randall P Martin

Overview

Randall P Martin operates a small, equity-focused advisory practice structured as a sole proprietorship. The firm’s client base is individual investors and family clients, and its core advisory work is discretionary portfolio management for both individual accounts and pooled investment vehicles. Fee arrangements are based on a percentage of assets under management, and the firm also engages in other financial product sales. Investment preferences center on liquid, exchange-traded instruments, with equities forming the dominant allocation. At the same time, the firm maintains access to alternative strategies through private placements and commodity and energy exposure, and it sponsors at least one pooled vehicle. Environmental, social and governance considerations are not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices