MartinWright Advisory

“Credit is still right for downside protection, but the type of credit matters enormously right now. Corporate direct lending is where the risks are concentrating; consumer and real property structured credit and multi-strategy hedge fund exposure are where we see better risk-adjusted outcomes. For us, credit selection matters enormously, as security/asset selection will be increasingly important if systemic economic deterioration continues.” — Hugh Merkel, CFA, Director of Investments

Volatility is inevitable. Timing it is not. The greatest risk isn’t market movement — it’s abandoning a disciplined plan when it occurs. We build portfolios designed to navigate uncertainty — with diversification, rigor, and long-term conviction at their core.

In our decades of experience, we’ve found that finding fulfilment is as important as achieving financial success. We love to see passion both inside and outside of the conference room. For .fri_ Friberg, Investment Specialist at MartinWright, fulfilment comes when spending time with Honeymoon, her beloved horse.

Sometimes the most complex portfolios are those with legacy concentrated positions. We work with families to understand the historical significance, manage capital gains exposure, and design diversification strategies to benefit all impacted generations.

Investment success isn’t just about access. It’s also about architecture. At MartinWright, we artfully apply institutional discipline to portfolio construction through our proprietary 3L Framework. Since no two balance sheets are the same, we tailor asset allocations to goals and objectives across entities.

Investment success isn’t about access. It’s about architecture. At MartinWright, we apply institutional discipline to portfolio construction — creating strategies designed for diversification, alignment, and long-term outcomes.

The market selloff in March and subsequent recovery in April provides a recent reminder that attempts to time markets are rarely additive to long‑term portfolio outcomes. Episodes such as the COVID‑19 sell‑off in 2020 and the April, 2025 tariff‑driven drawdown illustrate that market dislocations are inherently unpredictable – both in their cause and in their speed of recovery. For long‑term investors focused on achieving durable, objective‑based outcomes, abandoning a strategic plan in response to short‑term market stress is unlikely to capture value or meaningfully avoid losses.

For decades, wealth management has assumed that scaling retail solutions upward is sufficient for ultra-high-net-worth families. We believe this assumption is outdated. Complex balance sheets require more than “retail-plus.” They require a fundamentally different approach.

Postcards from our clients - dining right

Caroline Boston joins MartinWright as Executive Assistant to Co-Founders Bradley Martin, and Margaret Wright. A seasoned C-suite Executive Assistant, Caroline serves as a strategic partner to founders and leadership teams, with a focus on the financial and investment sectors. She brings a forward-thinking, highly organized approach to supporting leadership, client coordination, and business operations. Prior to MartinWright, she worked at Avec Capital, supporting fundraising initiatives and global investor relationships. Her experience in wealth management has shaped a deep appreciation for supporting work tied to family capital, legacy, and long-term decision-making.