Services
Bookmark Asset Management is a premiere financial advisory firm that manages assets for individual accounts, pensions, retirement plans, private insurance companies, and asset-based insurance lending collateral accounts. The managing director, Marc J Scharf, has over 25 years of asset management experience and has been advising high net worth individuals and institutions, foundations, insurance companies and family offices on the allocation of assets in tax efficient strategies. Our portfolio managers and financial advisors have worked for large hedge funds and global banks. We create customized portfolios with fundamental and technical inputs that produce the appropriate investment strategy for the individual or the business entity. This is the foundation of your financial plan that will help grow and preserve your wealth.
SUSTAINABLE INVESTING.
Bookmark Asset Management believes in sustainable investing. Our investments seek competitive positive returns with favorable long-term impacts on society, the environment and the performance of the businesses that we take an ownership stake in. Moreover, the investment process aligns our clients with value-based priorities.
Active management
of assets.
Bookmark Asset Management thrives on the active management of assets. The pendulum has swung too far toward passive investing in recent years, in which asset allocation has been the captain of many rudderless ships. While effective, it is a way for financial advisory firms to scale assets, but they fall short on doing the deep research that can lead to outperformance. Active management can reduce risk and volatility while producing higher returns over the long term. We differentiate ourselves with some individual stock picking and a larger concentration in sectors or industries that have secular tailwinds.
Insurance asSet management.
Bookmark Asset Management works with business owners, middle market organizations and associations to structure private insurance companies known as Captive Insurance. Captive, or Private insurance, has been a viable strategy since the 1950’s yet most operators have never been educated on the concept. The formation enables owners and managers to control the enterprise risk of their operations and reduce their commercial insurance costs, while creating tax benefits to the underlying business. We work with the appropriate service providers to put together a comprehensive strategy that produces many benefits.
Asset-Backed Insurance Lending.
Our firm offers a unique concept called Asset-Backed Insurance Lending. ABIL is a concept that has been around since 1966. A business owner or high net worth individual in need of insurance-backed planning solutions can benefit greatly from this product, also known as premium financing. We work with businesses and individuals to create added estate protection while producing significant tax-free income long after retirement. With this, one can still maintain a succession plan and meaningful death benefits for their heirs.
Knowledge, Integrity, Courage, and Vision.
Knowledge combined with integrity, courage and vision can produce life changing financial milestones. Albert Einstein once noted the most powerful force in the universe was the principle of compounding. In investing and finance, these forces manifest themselves through the concept of compounding interest. Compounding Interest refers to earning interest on the returns of the investments made, which multiplies wealth at an accelerating rate. Holistically, our firm plans for a future that aligns our client’s current goals with their long-term financial objectives and success.
“Holistically, our firm plans for a future that aligns our client’s current goals with their long-term financial objectives and success.”