First and foremost Plimsoll Mark Capital is an advisory firm emphasizing simplicity and transparency in all of our work.  Plimsoll operates with total independence when choosing the best wealth management strategies to meet our clients’ objectives.  Plimsoll Mark Capital has no proprietary investments, nor is there any compensation for investing our clients’ assets in any specific investment.  This conflict free structure is what differentiates Plimsoll Mark Capital from product driven firms.  Compensation is only received for advice provided in the management of our clients’ financial assets.   At Plimsoll, we do well only when our clients do well.

Plimsoll recognizes that its clients face new challenges and will require new approaches to investing in a changing global environment characterized by on-going deleveraging, reregulation, structural unemployment, limited growth prospects, and the potential for extremes in the behavior of markets.  Investment concepts regarding the distribution and management of risk, the definition of asset classes and the allocation of assets that were helpful guides over the last 25 years may be less effective in the years ahead.
 
Traditional asset allocation models are distributive in nature, focus on diversification across asset classes and are based on backward looking historical correlations.  The Plimsoll asset allocation model is functional, dynamic and forward looking in nature, focusing on balance and based on the concept that each component of a portfolio must have a purpose relating to the needs of wealthy families and individuals.  The over-arching goal of the strategy is to generate superior returns while mitigating risk.  The elegance of our approach is found in its simplicity emphasizing the enduring financial principles of capital preservation, liquidity, and transparency.  Plimsoll’s dynamic core/satellite approach places investments into two distinctive universes - the core and a higher risk non-core periphery.