RiverGlades Family Offices, LLC

Bertram Martin is the principal of Martin Capital Management LLC, an independent investment advisory firm based in St. Petersburg, Florida. He holds Series 65 and Series 66 licenses and has nine years of industry experience. Martin serves as a trustee for the Sister Margaret Freeman Foundation and volunteers on the finance committee at the St. Pete Free Clinic. Martin Capital Management provides discretionary asset management primarily for high-net-worth individuals, personal businesses, non-profits, and foundations. The firm builds portfolios based on clients’ investment goals, time horizons, and risk tolerance, utilizing fundamental and cyclical analysis, and may engage third-party managers to implement strategies while retaining oversight.

Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.