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.