On behalf of Marlton Capital Partners, it is with pride and pleasure that we welcome you to our website. As a family office investment manager, counsel, teacher, and educator, we take pride in the work we do and the knowledge & performance we share and deliver. Investment is a process; investment life is a journey. Investment learning is an endless journey. That’s how knowledge works. It builds up, like compound interest.

Marlton Capital Partners & The MCA Investment Education Institute, a boutique, family office, SEC-registered, global investment advisory and asset management firm. We’re a New Jersey-based, best-in-class firm dedicated to providing suitable services in the old Wall Street tradition. As a family office investment manager, we have only one guiding mission – to make investing work for our group of family office portfolios. We have offices in Marlton and New Brunswick, New Jersey.

Marlton Capital Partners, founded in 2003, has come a long way. With each passing year, we’ve learned and intellectually grown more than expected. The firm was founded by a group of successful investors with backgrounds in science, engineering, finance, accounting, computer science, statistics, mathematics, and economics, to build a foundation that helps the world’s top investment managers generate superior returns. Our mission at Marlton Capital Partners has been primarily to provide personalized technical investment advisory service & management to sovereign wealth funds, B-school & university endowments, OCIOs, fund of funds, hedge funds, institutional investment managers, insurance companies, pension funds, venture capitals, foundations and non-profit organizations, small-business owners, and selected accredited investors/private wealth.

Marlton Capital Partners delivers prudent Investment Excellence that shall advance your portfolio performance forward every year under all macroeconomics conditions. Through Project Wilson & Project McNeil: Investment Intelligence, the firm drives performance utilizing active/prudent data-driven valuation-focused multi-factor complex macro-econometric model of upside stochastics statistical/technical analytics. The firm serves its family office clients with a distinct body of knowledge and intellectual leadership. There always will be risk & volatility in the world of corporate finance and equity investments, our job is to manage it. Success requires enough optimism, and enough pessimism to prevent complacency.

For the U.S. and global equity markets, as of December 31, 2019, major market indices performed as follows: Dow Jones @ 22.34%, Nasdaq @ 35.23%, S&P 500 @ 28.88%, Russell 2000 @ 23.72%, Japanese Nikkei 225 @ 18.20%, Shanghai Composite @ 24.07%, Hang Seng @ 10.20%, Deutsche DAX @ 25.48%, CAC 40 @ 26.37%, FTSE @ 14.12%, and Emerging Markets EEM @ 14.87%

For 2019, MCP Flagship Portfolio has delivered 159.2% return as of December 31, 2019, utilizing Quantitative Models Project McNeil and Project Wilson; Investment Intelligence, with Average Excess Return of 21.1%, Portfolio Standard Deviation 0.12, and Sharpe Ratio of 1.76

For 2018, MCP Flagship Portfolio delivered a negative 13.7% return** on the Portfolio

For 2017, MCP Flagship Portfolio delivered 128.4% return* with Average Excess Return of 15.7%, Portfolio Standard Deviation 0.10, and Sharpe Ratio of 1.56

For 2016, MCP Flagship Portfolio delivered 158.1% return** with Average Excess Return of 85.0%, and Sharpe Ratio of 1.15

For 2015, MCP Flagship Portfolio delivered 14.0% return** with Average Excess Return of 9.3%, and Sharpe Ratio of 1.21

For 2014, MCP Flagship Portfolio delivered 32.2% return** with Average Excess Return of 7.9%, and Sharpe Ratio of 2.17

** Project McNeil Methodology * Project Wilson Methodology Source: SMA Private Portfolios; dollar-weighted returns

Disclaimer: All investing is subject to risk, including the possible loss of the money you invest. There is no guarantee in investments. Past performance is not a guarantee of future returns. Past performance is provided solely to illustrate MCP’s investment experience and is not intended to be assurance or indicative of future results. Equity and bond investing are subject to several risks that must be considered carefully before investing. Fixed income investing entails credit & interest rate risks.

In the context of academic investment research, The MCA Investment Education Institute always explores how the world’s most accomplished asset managers think and invest. With remarkable ingenuity, in 2016, The MCA Academic Investment Research & Quantitative Strategy Group has developed a scientific-based Project Wilson; Investment Intelligence, the world’s most advanced knowledge in value-based quantitative statistical & technical equity investing. It’s the next-generation quantitative model. It’s a state-of-the-art proprietary breakthrough thinking for suitable & quality investing. Project Wilson Methodology is a precision investment intelligence designed to deliver suitable, exemplary, and reproducible 6-18% equity investment returns with controlled short-term and longer-term risks. The MCA Academic Investment Research & Quantitative Strategy Group is dedicated to helping clients invest and consistently grow their portfolios at suitable annual rates of return. While there are risks and limitations in any investment strategy, our job is to manage it. Investments encompass managing opportunities, risk, and expectations.

Our scientific view of investing is not only about finding good companies and/or securities at the right valuations through basic & fundamental research; it’s also about verifying that the right technical factors and market technical indicators are in place. MCP believes that there is more to asset returns than just beta. Our scientific-based investing is focused on producing suitable reproducible returns, minimizing companies’ unique risk, and protecting portfolios from market downturns.

In today’s competitive business environment, is good really good enough? Does your investment strategy deliver sufficient risk-adjusted ROI? Thinking of other prudent investment strategies? Diversifying your options? Financial leaders entrusted with the growth and protection of investors’ assets must constantly grapple with the challenges posed by market opportunities and risk, broader macroeconomic uncertainties, and expectations about performance. Explore how to effectively manage and benefit from the current macro environment and the prudent way to manage opportunities and risk utilizing technical analysis/indicators by working with us at Marlton Capital Partners. We perhaps can help diversify your investment portfolios, optimize your ROI, ROE, and suitably advance your performance forward.

MCA’s role as a technical consulting advisor and investment manager specifically is to guide and help clients manage opportunities and grow their portfolios while prudently minimizing investment risk and portfolio volatility. Our service has been to provide as accurate, timely, well-vetted quality investment management advice/services to decision-makers. On a relative basis, our performance exceeded U.S. benchmarks and outpaced institutional fund indices. Our long-term record stems from disciplined and diversified asset allocation policies and superior active management. It’s the stochastics statistical/technical analysis and its quant-interpretation that provides us with data-driven edge. Through our data-driven approach, we can help transform the way the world’s top managers invest in the U.S. and global equity markets. We simplify risk into a powerful and clean interface that chief investment officers and portfolio managers can effectively utilize. We help investment managers gain better transparency into their aggregate portfolio at the position-level; it’s a new risk management platform utilizing multi-factor scenario analysis.

With Sharper Focus utilizing data-driven multi-factor valuation-focused stochastics statistical/technical macro-econometric analysis and market macro technical indicators at position-level, Marlton Capital Advisors delivers prudent Investment Excellence. Our knowledge & expertise in active investment strategy is prudent, precise, and cutting-edge. Utilizing our upside stochastics entry-point strategy, the probability of losing out on any equity pick is very low. We drive performance through active rigorous macro/technical analysis & intellectual leadership. Marlton Capital Advisors is a world-class manager serving clients with a distinct body of knowledge and intellectual leadership.

Our mission is to help our clients develop investment strategies under specific macro-economic conditions with clear objectives and exercise prudent active management. For our clients, traditional passive investments alone may not get them to where they want to be financially.

The outstanding performance is due to a successful execution of our active investment strategy utilizing complex macro-econometric model of stochastics statistical/technical analysis that generates three-to-six-month forecasts for selected equities/ETFs, prudent due diligence in the study of the macroeconomic outlook of the U.S. and global markets, and valuations expectations. Our long-term investment goal for our clients has been to consistently execute and seeking to deliver a 6-18% annual return with strong risk management and prudent oversight. We serve our clients with a distinct body of knowledge.

We advise and manage each family client’s portfolio specifically based on suitable investment objectives – institutional investment for growth, private wealth investment, investment for income, and investment for/during retirement for 6-8% return. Our goal is to help clients protect and grow their financial assets. Because investment management involves as much art as science, qualitative consideration plays an extremely important role in our portfolio formation and active management decisions.

We have educated parents on saving and investing for children’s college education early on in life. We have helped clients develop strategies to achieve diversified investment portfolios with prudent risk management/oversight across all asset classes. We help you invest with confidence.

At Marlton Capital Partners, investment is a process. Our goal is to become your most-trusted technical investment manager. We are committed to our stance as long-term investors, refining our edge and maintaining our discipline through up and down markets. We combine extensive market insights with prudent diversified equity selection and disciplined risk control. We invest in the public equity markets globally and employ long/short and event-driven strategy when making investments. The firm employs macro-fundamental analysis and utilizes statistical/technical analysis when performing valuations.

We have never lost focus on the essentials of Efficient Market Theory: quality & diversified investment philosophy that provide our clients with the right mix of stability and growth across the market cycle. We study high-frequency econometric forecasting, thematic economic research, and employ analytical approach when making equity investment decision. With prudent ingenuity, we conduct statistical/technical analysis research that highlights trend recognition, momentum, money flow, sentiment, inter-market analysis, supply/demand, and accumulation/distribution to support our investment decision. Our advisory/consulting program is designed for senior decision makers including chief investment officers, senior executives, investment strategists, portfolio and fund managers, directors of research, pension fund and endowment executives, senior analysts, and high-net-worth private clients.

Our Management Principles: Quality, Service & Partnerships. We intend to be your World of Finance, Investments, and Economics. We employ analytical approach and have helped clients build investment framework based on specific macro-environment outlook, and then help create a path to get there. We do not chase the market; we let the entry points come to us. We are committed to investment excellence and to maintain the highest level of quality in all areas – our people, our investment research, statistical/technical analysis, and our client service.

As a consulting advisor, MCA will provide support, becoming a true partner, and be responsible for building-out your effort in global macro strategies and provide senior managers with ideas and actionable plan that could improve their annual portfolio performance by 8-10%. We will deliver specialized investment expertise as related to valuation expectations, risk mitigation, equity market direction, macro-environment outlook, and statistical/technical macro-econometric analysis across every major equity asset class.

MCP invests in the public equity markets globally. The firm employs macro fundamental analysis and utilizes statistical/technical analysis when performing valuation expectations. We believe that using both macro fundamental and quantitative research helps us spot opportunities as well as risks. Our group of portfolios is structured using a combination of academic valuation theory and informed market judgment.

For high-net-worth private clients and small business owners, MCA have also delivered specialized knowledge & expertise as related to corporate finance, new business financial analysis, working capital management, finance operations, macro-environment outlook and statistical/technical analysis, risk management and oversight, U.S. Treasury and marketable securities investment decision, corporate cash and liquidity management, corporate financing decision, M&A, and investment analysis & business valuations across every major asset class. We offer growth and the stability to move you forward.

Today, investors must also be willing to pursue investment opportunities globally or risk missing them altogether. Global investing offers a world of opportunity and the benefits of diversification. Three out of four billion-dollar companies are now outside the U.S. and 80% of global GDP growth comes from Emerging Markets. The forces include the rise in global manufacturing, the importance of the global consumer, the widespread penetration of technology, and continued innovations in the energy industry. The global investment opportunities will continue to evolve for investors.

We bring fresh thinking, a depth of resources, and highly personalized service to every relationship and help create strategies with clear objectives and work with you every step of the way. Our performance & service commitment to our clients has been the cornerstone of our practice. When you start a relationship with us, we may well have a relationship for life. We’re seasoned investment & finance professionals committed to earning your trust and being the best.

We’re in a new world of investing, filled with complexity and hidden opportunities. Markets never go straight up. By focusing on what we do best, MCP offers investment strategy designed to help manage volatility with a structure for sustainable and strong long-term growth.

Investment Life is a Journey. Investment Learning is an Endless Journey. MCP would like to be the force leading the way to help improve your annual portfolio performance. By focusing on what we know best, we believe that the right team can raise more than expectations. We can help you develop and manage investment portfolios that drive long-term sustainability. With focus and responsible portfolio positioning, comes success.

Simply stated, at Marlton Capital Partners, we believe that investment managers need to innovate and adapt to increase the value they deliver. In today’s competitive business environment, we need to be better. MCP’s investment analysis & strategy can perhaps help you do just that. It may be a new way of thinking that offers actionable insights to help make your investment decision strategically prudent and truly extraordinary.

At its essence, Marlton Capital Partners can serve as a platform for the world’s top investment managers to outperform. Strategic Investment Advisory and Management by Marlton Capital Advisors; Investment Education Institute will provide portfolio managers with a data-driven edge at the position-level that shall drive higher returns.

Three decades of academic research and oversight behind every investment decision. When it comes to equity investing, we believe there is no substitute for experience and technical expertise.

For all that’s ahead, discover a strategic partner that’s available for the important conversation. Experience better Investment Wellness!

Marlton Capital Partners expects the best and delivers the best.

Marlton Capital Partners delivers Prudent Investment Excellence. We’re Committed to being the Best; Performance & Services. We help family office clients Invest with Confidence.

It is with pride and pleasure that we welcome you to our website.

Marlton Capital Partners is a boutique Family Office Global Investment Consulting & Management Firm. This website is solely for informational and educational purposes.