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Manage and Preserve Strategy

Manage and Preserve means that we don’t “ride out the storm.”
We don’t use a “set it and forget it” approach to your savings you’ve worked so hard to build.
We don’t leave your portfolios to chance, hoping that things will “work out soon.”

Marvin Wealth Management uses offensive strategies aimed at minimizing risk and position your portfolio for upside potential regardless of the state of the market. With a deep understanding of fundamental market trends as well as quantitative analysis of metrics, our goal is to help you capture growth when the market is rising and protect capital when the market is falling.

We track the movement of investments and look for opportunities to buy when it looks as if a bottom is beginning to form in a particular security. Similarly, we track the movement of investments and look for opportunities to take profits off the table against a security that we feel has a high probability of taking a downward plunge.


The information in this material is for informational purposes only and is not intended to provide specific advice. Please speak with your financial advisor as it pertains to your specific situation. No strategy ensures profit or protects against loss. There is no way to determine the “right” time to enter or exit the market. There is no guarantee that the investment objective of the strategies will be met.