M2 Capital Advisors

Norman Merems is a financial advisor at M2 Capital Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including WBB Securities, LLC, and Claraphi Advisory Network, LLC. Outside of advising, he holds a California real estate license, though he is minimally active in that area. M2 Capital Advisors provides discretionary portfolio management for individuals, retirement plans, charitable organizations, and corporate entities, combining modern portfolio theory, quantitative and technical analysis, and a long-term trading approach. The firm serves both separately managed accounts and U.S.-registered exchange-traded funds, distinguishing itself by its dual role as adviser and administrator to registered investment companies.

Mark Macarthur is a financial advisor with M2 Capital Advisors in Valencia, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at M2 Financial LLC since 2017, Criterion Wealth Management from 2008 to 2017, and Ausdal Financial Partners, Inc. from 2006 to 2023. Outside of his advisory role, Macarthur is involved in equity research and index consulting through EASI Investments, LLC, and holds a managing member position at Woodforest Healthcare LLC, a medical office building development project. M2 Capital Advisors provides discretionary portfolio management for individuals, retirement plans, charitable organizations, and corporate clients, combining modern portfolio theory, quantitative and technical analysis, and a long-term trading approach. The firm also serves as adviser and administrator to a suite of U.S.-registered ETFs and manages separately managed accounts with a focus on individualized investment policies and a mix of index-tracking and actively managed strategies.