Wealth Management

A world class provider of wealth management solutions for high-net-worth individuals, their families and foundations, the Marina Capital Private Wealth Management practice help clients build and preserve their financial wealth.

Our firm comprises of a team of world class professionals with a broad range of experience from the leading investment firms; Bear, Stearns and Company, Chase Bank, Deutsche Bank Alex Brown, and Scudder Kemper Investments.

We concentrate our investment strategy on “Strategic Value Investing and Capital Preservation.” We believe our clients are best served by a personal banker committed to delivering our comprehensive investment management capabilities and global resources to meet their individual objectives.

The strength and the attention of an individual banker combined knowledge and experience provides a disciplined approach to portfolio strategy development and management. Outstanding client service is the hallmark of a Marina Capital relationship.

Our firm is commited to creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, providing access to innovative investment ideas & opportunities, and developing customized investment strategies

Our firms specialize in investment services focusing on:

• Asset Management and Asset Allocation
• Alternative Investments
• Private Equity
• Direct Investments

“When you are managing a family’s assets and portfolio which is the heart of their financial resources—you need to bring together the right expertise and management resources to respond swiftly and astutely to investment opportunities. “ Gary Winnick- billionaire former client/employer.