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lnf3_033x1.gif lnf3_033x2.gif 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. lnf3_033x4.gif 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. lnf3_033x6.gif 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.
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Marlcroft Asset Management, LLC provides Investment Supervisory 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.