Overview
Firm Description
Marin Capital Management, LLC, (“MCM”) an investment advisory firm based in Novato
California, was established in 1997. The firm’s principal owners are Geoffrey A. Hakim (CFP®),
and Robert Hoyt
MCM specializes in researching alternative investments specifically chosen to perform through all
market cycles, including recessions. MCM then applies this research to our client’s investment
and/or retirement accounts along with their interests in impact investing, insurance planning and
charitable giving. MCM offers its services to individuals, trusts, small business retirement plans,
other RIAs, family offices and institutions. MCM’s investment approach is a multi-asset class
approach. MCM offers investment opportunities in mutual funds, exchange-traded funds, options,
and real estate funds if requested. The mutual funds, exchange-traded funds consist of stock, fixed
income and alternative investments. MCM blends both traditional and alternative asset classes
each having low-correlated return patterns to each other such that overall portfolio volatility
becomes lower than that of a more traditionally allocated portfolio through all market cycles.
Higher volatility
portfolios are constructed for clients who seek to maximize returns.
MCM specializes in researching alternative investments for accredited investors ($1 million net
worth excluding the value of their primary residence). Additionally, it has an alternative fund
where MCM serves as the investment advisor.
Client portfolios are custom-tailored to the specific needs, risk tolerances and desires of each
individual client. Accredited investor clients may use private investments to the degree they wish.
MCM will also accommodates smaller investment portfolios with no alternative investments.
As requested by each client, MCM will complete an initial comprehensive financial plan. MCM
fees for this service depends on the range of planning topics covered within their requested plan.
Plans requiring updates and/or additional planning over time will be charged based on the scope
of the update.
Wrap Fee Program versus Portfolio Management Program
MCM does not offer a Wrap Fee Program.
Assets Under Management
As of December 31, 2023, MCM has the following assets under management:
Discretionary assets: $85,760,131
Non-discretionary assets: $47,924,791