What do you mean by goal based investing?
Marmot has flipped the boring and traditional approach to investing with a real-life, mission- based approach. Clients select personal financial goals such as buying a property, starting a compay, raising a family, and retiring well or travelling the world, among others.
Marmot is unique in taking into account a woman’s longer lifespan and different salary curves, combined with her current financial situation, to construct highly customized investment portfolios for each of her goals.
Marmot’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.
How do I permanently increase my return?
Timing is difficult and beating the market with the better stock selection as well.
“Chasing alpha” and “beating the market” don’t matter. Your goals do. So we focus on that.
Is Marmot only for Women?
Marmot was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals.