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TD Ameritrade Institutional is our principal custodian for client assets under management. All accounts are fully insured and the separate property of the client.

Robert Hunter Registered Investment Advisor is now
Marin Wealth Advisors .
Please visit us at our new financial services web site.

Complete Outside Portfolio Consulting

For clients who manage their own accounts or hold investments at several institutions, I provide hourly investment consulting.

My interest is in making sure your investments are consistent with your investment goals, and are aligned with economic and market conditions.

I review all outside investment account types including:

  • Individual, Family and Trust Accounts
  • IRA, 401k, and 403b Retirement Accounts
  • 529 College Savings Plans

My personal and confidential portfolio consulting service includes:

  • A thorough review of your investment goals and risk profile
  • Review and analysis of your portfolio asset allocations
  • Review and Analysis of each of your investment positions, including, stocks, bonds, mutual funds and Exchange Traded Funds (ETF's.)
  • Investment and allocation recommendations intended to improve both risk and return
  • My fee for this consulting service is $225 / hr. A typical initial review of 2-4 accounts requires 2-3 hours of analysis and a one-hour meeting. Thereafter, quarterly reviews require about 2 hours.

As a way to introduce you to the quality of service I provide, I am offering a free initial analysis of your investment accounts. Click below to learn more:

Portfolio Review Offer