About Our Services

At Chuck Martino & Associates we pride ourselves in offering our clients access to world class money management solutions. With an understanding that there is not a one size fits all solution for our clients, we offer a wide variety of investment solutions and work with our clients to help determine which may be appropriate for them.

Individuals will have access to top of class institutional money managers that offer mutual fund wrap accounts, exchange traded funds, fixed income, mutual fund asset allocation models, managed account and privately managed solutions.  In addition, distribution and tax managed strategies can be provided where appropriate.

For our business and institutional clients we offer defined benefit and define contribution plans as well as provide portfolio management solutions focused on the needs of endowments and foundations.