Advisor at Marram Investment Management, LLC
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Firm
Marram Investment Management, LLC
Location
Vancouver, WA 98660
Credentials
CFA®
Industry experience
13 years
Vivian Chen is a CFA® charterholder and the sole advisor at Marram Investment Management, LLC, an independent firm based in Vancouver, Washington. She has 13 years of industry experience and has been with Marram since its founding in 2010. Marram Investment Management provides discretionary portfolio management and investment advice to individuals, high net worth clients, trusts, investment companies, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach combining quantitative screens and qualitative due diligence, with a focus on value-driven themes and special situations across various asset classes.
Based on Marram Investment Management, LLC
Non-funding account fee charged at $250 per hour in increments of .25 hours
$0+: 2% annually for non-qualified clients $0+: 1% annually for qualified clients
$250 per hour for non-funding account fee (charged if account minimum not met after 90 days)
20% incentive allocation of net capital appreciation for qualified clients, subject to high-water mark and minimum one-year account duration for Washington clients
Account minimum: $250,000
1220 Main Street, Suite 400
Vancouver, WA 98660
California · Washington
Marram Investment Management, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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