Bespoke Investment Management Services
Independently focused on helping our clients to realize their financial objectives
What We Do
What We Do
Flexible, Customized Investment Process
Value-based investment process centered around your unique circumstances and financial needs
How We Invest
How We Invest
Small Enough to Care
Big Enough to Matter
Diversified portfolios with global allocation across asset classes and sectors
Our Markets
Our Markets

What We Do

Our practice prides itself on its dedication to providing a second-to-none service that helps individuals and families ensure that their future financial well-being is secured by conserving the wealth they have and adding to it using shrewd, time-honored techniques.

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How We Invest

Difficult as it may be for some to agree on what represents the best approach to investing, ultimately, the overarching aim is to emerge from a venture with more than that with which one enters having exposed one's capital to as little risk as possible.

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Our Markets

From traditional asset classes to the blockchain – shrewd guidance is essential to ensure your money works both hard and smart.

When it comes to investing, Wainwright Marks Management maintains a strong focus on value.

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Welcome to
Wainwright Marks Management

Having been held near-zero for close to a decade, interest rates are only now beginning to rise.

Though this is encouraging news for more risk-averse investors, it is highly unlikely that rates will approach historic averages for some time to come.

This means that those wanting a meaningful return on investment must still seek out the guidance only a seasoned and knowledgeable professional can offer.

Wainwright Marks Management is such a professional.

Investment Philosophy

Investment Philosophy

Our philosophy revolves around classic, well-worn and almost clichéd strategies like "buy low, sell high" but we also know when to adopt a contrarian point of view.

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Working with You, for You

Research Capabilities

Our performance relies entirely upon the efficacy of our research. It is the very cornerstone of what we do on behalf of clients and we commit significant resources and time to ensuring that we get it right.

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Wealth Management

A broad-based term used to describe the administration of all aspects of a client's wealth including investment and estate management, as well as financial and tax planning.

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Asset Management

A more specific discipline which seeks to control the deployment of assets like real estate, equities, income and retirement accounts but it does not deal with the administration of tax, financial and/or estate planning.

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Estate Planning

Organizing the distribution of a person's assets in the event of that person's incapacity or death. Tax efficient strategies ensure that family and loved ones become the greatest beneficiary of your wealth.

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Discretionary Solutions

This is considered by many to be the gold-standard of investment management services. The entire resources of the practice converge to ensure that from analysis to monitoring, your capital is in the best hands.

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Investment Advisory

This service is similar to our discretionary service with the sole exception that the portfolio manager must refer to you for authorization prior to conducting any transaction on your behalf.

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Our Markets

With the humble cash deposit at a main street bank yielding next to nothing, today's investment environment demands that investors – sophisticated or otherwise – must expose their capital to greater risk than ever before.

  • Equities
    Sometimes called stocks and/or shares, these are the lifeblood of any growth-biased investment portfolio.
  • Fixed Income
    A staple of any portfolio geared towards the preservation of wealth and/or income generation.
  • Hard Assets
    Sometimes called commodities, these are the raw materials we use for building, powering our homes, fueling our cars, eating, drinking and so much more.
Our Markets