Marshall Financial Group LLC
Marshall Financial Group, LLC is an independent wealth management firm and SEC registered investment adviser headquartered in Hunt Valley, Maryland. Founded in 1983, the firm offers comprehensive wealth management, financial planning, consulting, and investment advisory services to individuals (including high net-worth clients), institutions, pension and profit sharing plans, charitable organizations, insurance companies, and other businesses. Employee-owned, Marshall Financial serves a diverse client base with an employee count ranging from 16-19 professionals.
Investment Strategy
Marshall Financial Group’s investment methodology primarily incorporates Modern Portfolio Theory (MPT) and a combination of fundamental, technical, and cyclical analysis. The firm focuses on disciplined portfolio construction that balances expected returns with risk, using financial condition, management quality, earnings capacity, and industry outlook in its analysis. Client portfolios are tailored based on individual financial goals, risk tolerance, tax circumstances, and other relevant considerations, while integrating both strategic and tactical management to achieve long-term growth and wealth preservation.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OBND | SSGA ACTIVE TR | 5.13% | $26.3M | 1,002,129 | $25.85 | $26.28 | +$41.2K |
J JSI | JANUS DETROIT STR TR | 3.99% | $20.5M | 391,682 | $52.27 | $52.27 | +$20.5M |
Q QQQ | INVESCO QQQ TR | 3.21% | $16.5M | 27,427 | $502.85 | $600.37 | +$9.3M |
D DIVO | AMPLIFY ETF TR | 3.15% | $16.2M | 362,792 | $44.57 | $44.57 | +$16.2M |
S SCHR | SCHWAB STRATEGIC TR | 2.93% | $15.0M | 598,114 | $24.72 | $25.13 | +$603.2K |