• Our Philosophy

    Disciplined investment management.

    We believe that consistent, objective, and disciplined decision-making is key to delivering
    the highest probability of long-term success.

Our Investment Approach

Own the raw materials.

Individual stocks and individual bonds form the foundation of our client portfolios. We offer six investment strategies, all of them fully liquid and actively managed in-house. We believe the best path to investing is the most direct path, so we avoid outsourcing investment management to third parties whenever possible. This reduces your expenses and increases our accountability. Because every security we own has daily pricing, you will always have access to your money. We don’t invest in hedge funds. We rarely recommend annuities. We avoid structured products. Our Marks Group Investment Committee meets on a regular basis to discuss forward-looking perspectives on the global economy and share timely insights. Our fee structure is completely transparent and ties our compensation directly to your account values.

Our Strategies

A forward-looking perspective.

Our Strategies

A forward-looking perspective on an ever-changing economy.

Core Equity

Our flagship strategy, Core Equity is a portfolio of large and mid-cap individual stocks focused on high-quality US companies exhibiting efficient growth. Our proprietary screening criteria emphasizes stocks with faster-growing earnings, lower debt ratios, and more attractive valuations than the S&P 500.

International Equity

A non-US equity portfolio comprised of country-specific exchange traded funds (ETF’s) with exposure to both Developed and Emerging Market economies. The structure of this strategy allows us to invest in those foreign economies we deem most attractive, while avoiding those with excessive risks. The regulatory environment, rules of governance, and degree of transparency in various countries are important considerations.

Tactical Equity

A portfolio of individual stocks with greater concentration on small and mid-cap equities. The focus here is on “stalwart stocks,” high-quality companies with strong franchises run by shareholder-oriented management. Designed to complement our Core Equity offering, Tactical Equity is a less constrained, absolute-return strategy, typically with a bit more portfolio turnover.

Fixed Income

A laddered portfolio of high-quality corporate and/or individual municipal bonds, our Fixed Income strategies are built to minimize interest-rate risk and preserve principal. Sometimes include smaller positions in low-duration bond funds.

Equity Income

A more concentrated portfolio of securities that prioritizes both current income and long-term capital appreciation. Equity Income seeks to pay a dividend yield significantly greater than the S&P 500 and serves as a more defensive complement to our growth-oriented equity strategies.

Mutual Fund

A portfolio of open-ended mutual funds built to offer full diversification across all asset classes. All funds will be institutional share-classes and avoid up-front sales charges. Available in multiple combinations of equities/fixed income to suit varying risk profiles. Actively managed to monitor performance of individual fund managers and reflect our economic outlook.

Your Next Steps

A no-cost, no-commitment portfolio review.

We’ll provide you with a thorough, objective assessment of your current investments. You’ll learn the amount of risk you are taking, the fees you are paying, and the quality of the investments you own. We will also provide you with our recommendations and proposed alternatives, including a sustainable, tax-efficient retirement withdrawal plan and strategies to consider in the current market environment.

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Disclosures:

No strategy can ensure success or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk

Investing in stocks involves market risk, including loss of principal. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.

International and emerging market investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. *

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

*An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. Additional risks such as not diversified, price volatility, competitive industry pressure, international, political and economic developments, possible trading halts, and index tracking errors.

Opinions expressed herein are subject to change without notice and are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments and strategies may be appropriate for you, please consult with Marks Group Wealth Management or another trusted Investment Advisor.

Barron’s Top Financial Advisors (2010-2022) is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes Best-In-State Wealth Advisor (2018-2022) and the Forbes America’s Top Wealth Advisors (2017) are based on client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.