Marina Capital Management, Inc. is a registered investment advisory, wealth management firm providing; financial planning, investment advisory and management services to individual, business and institutional clientele. The firm’s financial consulting and wealth management services are offered to its clientele as professional fee services. Services address the selection and management: of investment assets and insurance, along with income and charitable tax planning, estate and retirement plan solutions. Services include: business succession or continuation planning, executive consultation and compensation planning, pension, 401(k) profit sharing, and employee benefits plans. Executive consultation and planning services provide for both asset protection and estate preservation concerns. Our executive financial consultation and business planning services provides real answers specializing in Investment, Estate and Retirement Solutions. In addition, resources are available for the institutional community that includes: consulting, asset management, financial and administrative services to support and compliment your institutional goals and requirements.

Marina Capital Management, Inc. provides’ consulting services that include: investment strategy development, asset allocation models, written investment policy statements, investment manager selection, fiduciary compliance, portfolio and pension design, education, and monitoring for Pension, 401(k), Profit-sharing Plans, Non-profit and Endowment accounts. Our retirement savings programs allow for actively managed investment or passive indexed portfolios from nationally recognized investments, state-of-the-art record keeping and administration, with a comprehensive, research-based, education program that makes investing easy for your employees. One of our unique strategic investment offerings is comprised of portfolios often referred to as life cycle portfolio, because they are based on asset allocation, which provides the diversification and custom tailoring needed to meet the specific financial needs of the individual investor. Our programs are designed to provide superior service-from ensuring that the plan stays in legal compliance to educating your employees on the basics of investing for retirement with comprehensive material.

Marina Capital Resources, a division of Marina Capital Management, Inc. is a financial services firm that allows for the provision of various brokerage and financial services for benefits programs, annuities and insurance services as needed or in conjunction with Marina Capital Management, Inc. professional services. Financial services may involve the search and provision in the open market place, offerings, through various brokerage, investment or insurance companies of commission compensated benefits programs, annuity or insurance products for clientele.

Marina Capital Resources provides for individual, business, and institutional clientele a network of business relationships that allow for financial and insurance brokerage, administrative and documentation drafting services. Services include access to a broad range of investment opportunities such as; fixed assets, corporate and tax-free municipal bonds, zero-coupon bonds, treasuries, federal agency securities, money market funds, commercial paper, certificates of deposit, tax-free unit investment trusts; equities, such as; individual stocks, options and mutual funds. In addition there are provided; tax advantaged programs, insurance services, fixed and variable annuities. Insurance services can include the search and provision of various life, disability, health or dental insurance programs or plans.

Marina Capital Resources appreciates and welcomes your interest in the services offered and the opportunity to serve you. The firm hopes that the services given you will merit your continued business while enabling the firm to be shared with others like yourself. For further information, feel free to contact the firm at the office number, by e-mail or 1 (800) 9-PLANNER.