MCM Wealth

Marin Capital Management (MCM) provides investment advisory and financial planning services to individuals, trusts, small‑business retirement plans, other registered investment advisers, family offices, and pooled investment vehicles. The firm offers portfolio management, tax‑aware and estate‑planning coordination, and access to both traditional and alternative investments, operating under a percentage‑of‑assets fee model with a stated account minimum that may be waived.

MCM employs a multi‑asset, core‑and‑satellite investment approach that combines ETFs, mutual funds, individual securities, and, for accredited investors, private fund investments and other alternatives; portfolios are tailored to client objectives and risk tolerances. The firm also offers an options‑based overlay delivered through a proprietary technology platform and executed by a designated third‑party trading desk, while retaining advisory oversight and suitability determinations.

The firm is notable among similar-sized teams for advising pooled investment vehicles and private funds and for maintaining multiple offices and relationships with other RIAs and family offices. MCM’s disclosures also describe affiliated technology arrangements, the use of performance materials and testimonials in its marketing, and a formal referral arrangement with a tax professional, which are less common practices among peers.