Martinelli Portfolio Management, Inc.

Martinelli Portfolio Management, Inc. is a registered investment adviser specializing in designing and managing investment portfolios for individuals, families, retirement plans, trusts, and small business entities. Established in 1999, the firm operates on a discretionary basis, allowing clients to confer authority for investment decisions. The investment philosophy is value-based, aiming for long-term performance by acquiring securities below intrinsic value. The firm offers separate account management, allocating assets among various classes like fixed income securities, equities, mutual funds, and alternative investments. Clients can impose restrictions on investments. The minimum account size is negotiable, typically starting at $250,000. Martinelli charges an annual fee of 0.9% of the net asset value, billed quarterly. The firm does not charge performance-based fees. Clients receive monthly account statements and quarterly performance reports. The principal, Gary E. Martinelli, has a legal background and extensive experience in securities law. The firm is a fiduciary, acting in the best interests of clients. Martinelli Portfolio Management, Inc. does not compensate third parties for client referrals and has no disciplinary history. Clients grant the firm authority to vote on their securities and maintain custody through Charles Schwab & Co., Inc. The firm has a robust business continuity plan and adheres to a Code of Ethics.