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WEALTH FOR TODAY, TOMORROW, AND BEYOND.



Start planning your brightest future. Marstone helps you design a portfolio that
fits the life you lead.

Get Started

Marstone, LLC is an independent Registered Investment Advisor and a proud
partner of American Bank and Trust. Our easy to use investing tools can help you
discover powerful financial opportunities and build greater wealth on your own
terms.


DREAM BIG,
INVEST EASY.

Effortless tools. Ditch the math, jargon, and spreadsheets. Our easy to use
investing platform automatically provides you with a financial strategy that’s
tailored to your life, goals, and style.


Fast action. Open an account, fund it with as little as $500, and empower your
dreams all in one smooth, guided process. With just a few clicks, your financial
journey can quickly begin.





HOW IT WORKS.


STEP 1:

Tell us about you.

Give us some info about your goals, interests, and timeline, then within seconds
you’ll have a recommended portfolio that fits your needs and your style.


STEP 2:

Track your progress.

Monitor your dashboard and watch your investments. You can also link other
accounts to get a full picture of your financial progress.



STEP 3:

See your portfolio.

After reviewing your new recommended Marstone portfolio, we’ll get a few more
details to finalize and open your investment account.


STEP 4:

Start Investing.

Fund your new account with as little as $500, and get invested in a powerful
future. There’s no paperwork involved, eveything is fully automated and digital.

Starting Out? It’s never too early to plant the seeds for your brightest future.
Our intuitive do-it-yourself investing tools help you embark on a smart
financial path with confidence.


Seasoned Investor? Boost your existing holdings with our professionally designed
portfolios and uncover new opportunities for yourself and your family. Diversify
today to help reach new heights of financial well being.


THE RIGHT TIME IS RIGHT NOW.

Let's Get Started

Fuel your dreams. You’ve put in the hard work, now let it pay off. Whether your
dreams include an epic vacation, a new home, or a secure retirement, start
empowering all your ambitions.


Track progress, crush goals. Watch your goals take shape on your account
dashboard by creating automated recurring deposits, linking external financial
accounts, and overseeing your full financial picture—anytime, anywhere.


LET YOUR FUTURE TAKE FLIGHT.

I'm Ready


FREQUENTLY ASKED QUESTIONS

Questions? We have answers.

 * What is this site?
   
   
   The Marstone platform exists to put clients at ease, allowing investors at
   every level to gain the knowledge they require— quickly, easily, and with
   greater trust and confidence. We present complex ideas and information
   through clear language and meaningful visuals. Marstone uses a process that
   allows us to harness the strength of technology to build portfolios that we
   think more accurately reflect your ability to take investment risk. The
   investment team combined professional investing experience with behavioral
   finance research to create a short questionnaire that cuts through the
   industry jargon and gets to the core of how an individual thinks about and
   reacts to financial risk. After answering our easy, yet sophisticated,
   survey, we create a diversified portfolio for you that is aligned with your
   interests.
   
   

 * How much does it cost and are there any additional fees?
   
   
   Marstone’s investment advisory fee is 70 basis points (0.70%) per year. This
   fee is charged monthly based on the account balance at the end of the month.
   Advisory fees pay for the investment advice, trading & rebalancing, and
   record-keeping for your account. Separately, the underlying investments that
   make up your portfolio charge their own fees, which are deducted directly
   from the assets of the underlying investment. Marstone does not receive any
   portion of these fees. More information on fees and billing can be found in
   our Form ADV 2A and Wrap Fee Brochure.
   
   

 * How is Marstone different than having a traditional online brokerage account?
   
   
   This service offers unique features, including: straightforward pricing model
   without transaction charges or hidden fees, low minimum balance, and a user
   experience that makes it easy to recreate your relationship with money. Our
   platform provides automation all around which means seamless diversification,
   automated rebalancing, continuous monitoring by our portfolio management team
   and the ability to aggregate your financial accounts held outside of the
   platform.
   
   

 * Can I buy individual stocks and bonds?
   
   
   No. Note, since we offer users the ability to aggregate their outside
   accounts, you can invest with another platform and view your outside
   brokerage accounts all in one place.
   
   

 * How do you determine what portfolio is right for me?
   
   
   Marstone's investment team combines years of professional investing
   experience with advancements in academic research to provide clients what we
   think is the right mix of risk and return based on the risk score we
   calculate using our proprietary risk-tolerance algorithm.
   
   

More questions? Check out our FAQs to learn more.

Form ADV Part 3 - Client Relationship Summary

Terms of Use

Privacy Policy

FAQs

Form ADV Part 2A

Wrap Fee Brochure

If you happen to have any questions, please contact us at wealth@marstone.com
for additional support.

SOLICITOR'S DISCLOSURE STATEMENT PURSUANT TO RULE 206(4)-1 OF THE INVESTMENT
ADVISERS ACT OF 1940

Marstone, LLC (“Adviser”) has entered into a solicitor’s agreement (the
“Agreement”) with American Bank and Trust, N.A. (“Solicitor”) whereby Adviser
will pay cash compensation to Solicitor for introducing prospective investors
who engage Adviser to provide investment services managed, directly or
indirectly, by Adviser or its affiliates. Solicitor is not an investment
advisory client of Adviser nor an investor in any of Adviser’s investment
products. Solicitor has a material conflict of interest in introducing
prospective investors to Adviser because the compensation paid by Adviser to
Solicitor under the Agreement incentivizes Solicitor to recommend that
prospective investors invest with Adviser.

Solicitation Fees. Adviser and Solicitor have entered this Agreement which
allows Adviser to offer investment advisory and financial planning services to
Bank clients. In return, Adviser pays the Bank a referral fee (the "Referral
Fee") . The Referral Fee will be twenty-five percent (25%) of the fee owed to
the Adviser under its client agreement once the assets under management on the
Platform received from Solicitor reaches $5,000,000. The fee will continue to be
paid to the Solicitor as long as the Bank client is a client of the Adviser.
This fee will be owed regardless of charge backs or claims of refund unrelated
to Solicitor error or willful negligence.

No cost will be added to the advisory fees that the client fees paid to the
Bank, and the client fee is the same as those charged to other clients of
Adviser for similar services . Adviser and Bank are separate and distinct
companies.

American Bank & Trust is neither an affiliate nor subsidiary of Marstone LLC.

Marstone, LLC is registered with the Securities and Exchange Commission (SEC).

Registration does not imply a certain level of skill or training. Past
performance may not be indicative of future results. Therefore, no current or
prospective client should assume that the future performance of any specific
investment, investment strategy (including the investments and/or investment
strategies recommended and/or purchased by adviser), or product made reference
to directly or indirectly in this document, will be profitable. Different types
of investment involve varying degrees of risk, and there can be no assurance
that any specific investment will either be suitable or profitable for a
client’s investment portfolio. No client or prospective client should assume
that any information presented and/or made available on this communication
serves as the receipt of, or a substitute for, personalized individual advice
from Marstone or any other investment professional.

Investment products are not insured by insurance, the FDIC or any other
government agency, are not deposits or obligations, are not guaranteed, are
subject to risks, including the possible loss of principal.

All content contained herein are trademarks or intellectual property of Marstone
LLC.

© 2024 Marstone Inc. All rights reserved.