Malone Wealth Ventures LLC

Malone Wealth Ventures serves individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning and consulting. Services include discretionary asset management across individual stocks, bonds, ETFs and options, along with written financial plans or consultations covering retirement, estate, tax, real estate and business planning topics.

The firm implements asset-allocation and core‑satellite approaches with both long‑ and short‑term strategies, duration management for fixed income, and the use of options and covered‑call strategies where appropriate; research inputs include fundamental, technical, quantitative, sector and cyclical analysis. Accounts are generally managed on a discretionary basis with ongoing monitoring and periodic rebalancing, and cash balances are typically held in conservative short‑term instruments.

Compared with many independent single‑advisor firms, Malone Wealth Ventures discloses the use of derivatives and the ability to employ borrowing within separately managed accounts—practices that are uncommon for firms in this category. The firm also offers planning work that extends into corporate structure, cost segregation and lines‑of‑credit evaluation, and it recommends custodians that provide trade execution and research support; it generally requires a $100,000 advisory account minimum, subject to discretionary waiver.