The three founders and owners of Marlcroft, Ernest G. Bentsen, James G. King and Geza John Marx, collectively have over 100 years of experience managing individual and tax-sensitive portfolios.
Marlcroft diversify portfolios across a traditional mix of common stocks, fixed-income securities and cash equivalents consistent with each client’s unique risk tolerance and tax situation.
Marlcroft provides this service to individuals, trusts, estates, charitable organizations, and corporations. Marlcroft will manage advisory accounts on both a discretionary and non-discretionary basis.
See The Difference
Marlcroft Asset Management, LLC provides Investment Advisory Services based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, Marlcroft develops a client’s personal investment policy and creates and manages a portfolio based on that policy.
About Marlcroft Asset Management
Fulfilling our obligations to those who have placed their trust in us is the key to long-term financial, as well as personal, success.
“Be most interested in finding the best way, not in having your own way”.
“Much can be accomplished by teamwork when no one is concerned about who gets credit.”
We are relationship/service-oriented as opposed to product driven: what is good for the client is good for Marlcroft. Our goal is to build and maintain the confidence and trust of our clients in our accessibility and objectivity. Bigger does not mean better: our size is an advantage as it enables us to focus on a limited number of close, ongoing relationships. Motivated by a desire to serve, not a mandate to sell.
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