Marmot has flipped the traditional approach to investing to focus on women’s specific needs. Our real-life, goal-based approach ensures results that align with our clients’ lifestyle and goals. Clients select personal financial goals and our financial managers provide insight and expertise to help them fulfil these goals. Whether it’s buying a home, starting a business, raising a family, or retiring well, your goals are now easier to reach with a solid financial plan in place.
Marmot prides itself in our unique perspective that focuses on our clients. Women generally have longer lifespans and different salary curves. We take these into account plus their current financial situation, and we create customised investment portfolios to cater to their specific goals.
To ensure that our services are tailor-made for each client’s needs, Marmot has developed three different investment strategies: 1. Sustainability Portfolios 2. Gender Equality Portfolios 3. Best Talent Portfolios
Each portfolio has its own particular centre of interest, all with important impact.
Expert financial advice: We provide financial advice and financial coaching to suit your needs. We know that investments can be daunting, but don’t worry; we’re here to answer all your questions.
Investment solutions: Our solutions are anchored on you, our client. Whatever you need, we make sure that your personal investment plan is truly for you. We consider not only your current and future money goals, but your personality type as well. We have a range of investment solutions available, including ETFs, managed funds, shares, bonds and more. We’ve got you covered!
Wealth & asset management: Our expert financial analysts help you manage your assets to maximise your returns. We work closely with you to ensure that your money works for you. Our unique investment strategies take your needs, goals and values into account, so you can be sure it is the right fit for you. Secure your wealth and future with us.
Financial education: How should I budget my finance? What should I include in my investment portfolio? What are the best-performing stocks right now? At Marmot, we not only give financial advice, we also educate you. We know how important financial literacy is. We want everyone to have the tools and knowledge to manage their finances well. No better time to understand how to grow your money than today!
Marmot has flipped the boring and traditional approach to investing with a real-life, mission- based approach. Clients select personal financial goals such as buying a property, starting a company, raising a family, and retiring well or travelling the world, among others. Marmot is unique in taking into account a woman’s longer lifespan and different salary curves, combined with her current financial situation, to construct highly customized investment portfolios for each of her goals.
Marmot’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.
How do I permanently increase my return?
Timing is difficult and beating the market with the better stock selection as well. “Chasing alpha” and “beating the market” don’t matter. Your goals do. So we focus on that.
Is Marmot only for Women?
Marmot was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals.