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Lessons from Conversations and Life

Share This Post Dear Valued Clients, New Year’s resolutions are a common practice for many of us. Whether driven by psychological, cultural, or personal reasons, they are often tied to the symbolic fresh start that people associate with the beginning of a new year. Personally, I am not one for resolutions. Instead, I prefer to […]

May/June 2025: Marnoa Diversified Income Fund (MDIF)

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Share This Post Portfolio Manager Commentary As of June 30th, 2025, the fund achieved its target to invest at least 75% of its assets. The fund is diversified amongst private equity, private credit, strategic income, real property, commercial mortgages, royalty and multi-strategy multi-manager. We continue to avoid Canadian Private REITS currently. For the month of […]

April 2025 Portfolio Brief

Four tall glass skyscrapers with golden reflections rise toward a partly cloudy sky, forming a geometric pattern—an inspiring symbol of modern wealth management and financial planning excellence.

Share This Post Portfolio Manager Commentary – Marnoa Diversified Income Fund (MDIF) As of April 30th, 2025, the MDIF is approximately 63% invested. This is below the 75% target we set for the fund; however, we feel the current market environment and patience deploying capital will be rewarded as opportunities develop. The fund is diversified across private […]

March 2025: Marnoa Diversified Income Fund (MDIF)

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Share This Post The fund was launched on February 28th, 2025. As of March 31st, the fund has invested in seven positions representing just over 34% of the fund and the team expects the fund to be 75% invested by the end of April 2025. While the fund is still in its early infancy, the […]

U.S. Liberation Day Ignites New Tariffs and Market Turmoil

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Share This Post To Our Valued Clients, Friends, and Family: On April 2, President Donald J. Trump declared Liberation Day and unveiled a series of new tariffs that far exceeded expectations. While the move clarified the administration’s stance, it also introduced heightened uncertainty for businesses, investors, and global trade partners—repercussions that are likely to unfold […]

Navigating the Ever-Changing Investment Landscape

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Share This Post To Our Valued Clients, Friends, and Family: I hope this message finds you well. As we approach the end of March 2025, I want to reflect on our recent communications and reaffirm our commitment to navigating the ever-changing investment landscape. Despite the uncertainty shaping global markets, Marnoa remains steadfast in our disciplined […]

A 360° View of Wealth – Four Newsletters Covering Strategy, Markets, Planning & Trends

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Share This Post To Our Valued Clients, Friends, and Family: In an era where financial advice often prioritizes short-term gains and fleeting trends, Marnoa stands apart. We believe in the enduring power of quality investing and structuring a personalized financial plan that aligns with your objectives—a guiding philosophy that has served our clients well since […]

Important Business Updates for 2025

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Important Business Updates for 2025 Share This Post To Our Valued Clients, Friends, and Family: I hope this message finds you well. I wanted to share some important business updates with you, but first, I’d like to address the recent tariffs announced over the weekend by our largest trading partner and closest ally, the United […]