303.771.HELP (4357)
Direct Portfolio Management by
Fiduciary Advisers
WELCOME to Martino Capital we are all about direct involvement. Your portfolio isn’t handed off to a third-party manager or placed into a one-size-fits-all model. We manage your investments directly, using a disciplined approach built for high-net-worth clients who want clarity, control, and long-term security. With a single AUM-based fee and a commitment to true fiduciary care, your wealth receives the attention it deserves—every single day. This personalized approach was born out of Tom Martino’s personal vision and desire to better manage his own assets. For more help and details, check out one of the following:
FAQs
CALL 303.771.4357
What We Do …
At Martino Capital, we provide direct, in-house investment management for clients who want clarity, control, and a disciplined strategy for long-term financial security. Unlike most advisors who outsource portfolio decisions to third-party managers or TAMPs, we personally design and manage your investments every day. (SEE VIDEO)
Our core services include:
- We Are Fiduciary Advisers – Find out what this means for you and your investments!
- Managed Portfolios — customized, research-driven portfolios built to support long-term investing with transparent risk oversight.
- Retirement Accounts — Retirement investing requires expertise, knowledge, and commitment to clients. We do not “push products” and do not believe “one size fits all”, especially when it comes to annuities.
Your portfolio never leaves our hands — and neither does our responsibility to you. If you’d like to learn more, schedule a free, no-obligation consultation.
How We Are Different …
At Martino Capital, you work directly with the professionals who actually manage your portfolio — no layers, no middlemen, and no outsourced decision-making. While many advisers rely on third-party investment managers or TAMPs, we take full responsibility for every move made in your account. This hands-on approach allows us to think and act quickly, monitor risk in real time, and tailor strategies to your specific goals.
We combine this direct management with top-tier research, disciplined analysis, and advanced technology, giving you a rare blend of high-touch personal service and institutional-level insight. With Wave 8 Capital, your wealth isn’t passed around or delegated to outside managers. It’s personally managed, continuously monitored, and intentionally aligned with your long-term financial future.
If you’d like to understand our process in more detail, explore How We’re Different or review our disciplined Managed Portfolios approach.
Our Artificial Intelligence is S.W.E.L.L.
At Martino Capital, we combine direct fiduciary portfolio management with advanced technology. Our proprietary research tool, SWELL AI (Strategic Wealth Enhancement Learning Logic), helps us evaluate market conditions, analyze data, and identify potential opportunities more efficiently.
SWELL AI reviews large amounts of financial information — including trends, fundamentals, and market behavior — to support some of our investment decisions.
While AI does not replace human judgment, it enhances it. SWELL AI, along with our other outsourced research, allows us to spend more time doing what matters most: managing your portfolio directly and tailoring our approach to your goals.
Meet Our Founders
Pat Jolliffe
Chief Operations & Compliance Officer
Tom Martino
Co-Founder & Chief Executive Officer