MARKETRIDERS

Overview

Marketriders is a small, corporate-structured adviser focused on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, and periodic publications. The firm leans toward managed exposure to public investment vehicles rather than large direct-stock portfolios: its asset mix is heavily concentrated in public funds and mutual funds, with a relatively small discretionary sleeve. Fee billing combines a percentage of AUM with subscription-style fees for some services. Marketriders maintains a broker-dealer affiliation for execution and custody flow and does not identify as an active ESG investor. Investment activity centers on allocating client capital into pooled public vehicles for broad equity and fixed-income exposure while selectively accessing third-party alternative managers for real assets and commodity exposure. The firm’s practice appears geared toward clients who prefer professionally managed fund solutions and supervisory control retained by the client or by non-discretionary mandates, given the large non-discretionary balance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices