200 Bellevue Parkway
The Marvin & Palmer U.S. Equities Strategy is implemented for investors on a separate account basis. The strategy invests in U.S.-listed equities and is managed relative to the S&P 500 Index.
Date of Inception:
August 1, 1988
Invests in high-quality companies supported by favorable industry trends.
Target Range of Holdings:
Generally 20 – 30
S&P 500 Index
David Marvin, Stephen Marvin
1.00% annually of assets under management
To see Marvin & Palmer Associates Client Relationship Summary, please click here.
Marvin & Palmer Associates does not claim GIPS compliance.