Our Philosophy, Approach and Solutions
What We Do
Discretionary Investment Management is the primary business of Martello. We manage a number of investment models which are comprised of individual equity and bond securities, in addition to a multi-asset service which uses passive & active collectives within a rigorous asset allocation framework.
Our Investment management process is governed by a high-level asset allocation committee, chaired by the CIO, and additional sub committees covering specific strategies/asset classes and research.
In addition to the main discretionary Investment Management service, Martello also monitors and reviews third party investment managers and funds for select clients who wish to blend multiple investment strategies within their overall asset portfolio.
Our portfolio management system offers clients access to their valuations and consolidates their holdings if held at different custodians.
We believe strongly in meeting with our clients, their advisers and related fiduciaries, on a regular basis. We travel frequently to meet with clients in order to report on their investments.