MARGIN

Overview

Margin is an independent registered investment adviser structured as a limited liability company that serves both high-net-worth individuals and institutional clients. The firm leans heavily toward equity-based portfolios, using exchange-traded equities as its primary building block. Its service offering includes financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee models, which supports both ongoing advisory relationships and project-based engagements. Margin operates mainly as a discretionary manager — nearly all assets are managed with authority to implement portfolio decisions — and it supplements core equity exposure with a range of other instruments and strategies. The client base and account sizes indicate a focus on relatively sizable relationships, which supports more bespoke portfolio construction and the use of third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices