What Kind of Person Are You?  What Kind of Person is Your Advisor? An old saying tells us that there are three kinds of people:  those who make things happen, those that watch things happen, and those who sit around and say, "what happened?"  We've seen over the past couple of years that when it comes to your portfolio, you don't  want to just 'watch things happen.'  And you certainly don't want to find yourself in a hole asking, "what happened?"   Turbulent economic times have prompted many serious investors to question how their portfolios are positioned and whether the old 'buy and hold' philosophy is what they really want and need.  You have probably been exposed to the generally conventional buy and hold passive approach to portfolio management. If you're working with a financial professional, you are likely to have your dollars managed in that standardized format.   Passive or Proactive?  What Fits Your Needs Best? Webster defines 'Passive' as : inactive, but acted upon.  'Proactive' is defined this way: assuming an active role; taking the initiative. Ask yourself: which way seems to be best for you and the security of your money?  From where we sit, the past decade has shown that a proactive approach to positioning your investments offers you the potential for far better results than passive, 'set it and forget it' methods.     We Are a Registered Investment Advisory Firm That Specializes in Proactive Strategies for both Conservative and Aggressive Investors--and Those in Between. Our Smart Income Income Strategy is designed for the risk-averse investor who has worked hard to accumulate dollars and wants them to be husbanded carefully. This approach generates high current income that retired investors can use for living expenses.  Investors still in the accumulation phase of life can reinvest this high income to help generate larger and more stable growth than many other alternatives. We also offer an Active Trading Strategy that capitalizes on the fact that smaller, individual investors can move with speed in any market environment by buying and selling and going long and short in order to capitalize on the opportunities presented by volatile markets. If you've been disappointed by old fashioned 'buy and hold' strategies, you owe it to yourself to explore this alternative.   A number of Markman Capital clients choose a Blend of these two approaches. For more detail on these approaches, use the link at the top of this page to visit the CUSTOMIZED ACCOUNTS section of this site.   Direct Access, Direct Attention. From an Industry Leader. Your Customized Separate Account with Markman Capital will be managed directly and full time by Bob Markman. While we have very experienced staff of service personnel ready to assist you with your day to day requests, you are never handed over to some 'junior' relationship manager or account executive.  Bob is a 29 year veteran of the financial services industry and  was named a 2009 Five Star Best In Client Satisfaction Wealth Manager. For a full Bio of Mr. Markman, click HERE.   Markman Capital is committed to striking the most favorable balance for you: large and experienced enough to have the resources you need for state of the art portfolio management, yet small enough to be able to create and maintain a personal and intimate relationship.   FOR YOUR SECURITY AND PEACE OF MIND, WE USE CHARLES SCHWAB & CO AS AN INDEPENDENT CUSTODIAN.