Advisor at Marvin & Palmer Associates
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Firm
Marvin & Palmer Associates
Location
Wilmington, DE 19801-1165
Credentials
CFA®, Series 65
Industry experience
28 years
Todd Marvin is a CFA® charterholder with 28 years of industry experience. He has been with Marvin & Palmer Associates, Inc. since 1991. Marvin & Palmer Associates is an SEC-registered investment adviser serving high-net-worth individuals and institutional clients through equity portfolio management and private pooled funds. The firm employs fundamental analysis, relative price-strength screening, and technical tools across U.S. long-only, global absolute-return, and global long-short equity strategies.
Based on Marvin & Palmer Associates
$0 - $100,000,000: 0.75% to 1.00% $100,000,000+: Negotiable
10% of net profits earned for global strategies, subject to a high-water mark
Fee-only: 0.75% to 1.00% of assets under management, negotiable for assets over $100 million
1201 N. Market Street, Suite 2300
Wilmington, DE 19801-1165
Delaware
Marvin & Palmer Associates, Inc.
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Fund sponsor
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Is not active or affiliated with:
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 65
Glen Mills, PA
The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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