The Marin Group Inc.

The firm provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, charging asset‑based advisory fees and delivering written financial plans as part of its services. It manages client accounts on an ongoing basis and offers investment advice across equities, fixed income, mutual funds, ETFs, REITs and certain derivatives.

TMG employs a proprietary "Cycle Investing" approach that uses a top‑down assessment of economic cycles to rotate exposure among industry groups, supported by defined models that screen for growth, value and new‑technology opportunities. The firm combines fundamental and technical analysis and implements both long‑term and shorter‑term holdings with regular rebalancing and discretionary trade authority for client accounts.

Notable distinctions include the explicit Cycle Investing methodology and the firm’s use of technical indicators and model‑based style screens, which is less common among similarly sized advisers. Operationally, the firm routinely requires clients to direct brokerage through a single custodian and may combine household accounts for fee breakpoints—practices that can affect execution and account treatment relative to many peers.