how we work

Frequently Asked Questions

Why do we need a women-focused investing platform?

Can men become clients of Marmot?

Are men as well invited to the Marmot corporate education programs or webinars?

Why do you think your performance should be better than with other banks, robo-advisors or or other competitors)?

Do you give a fee break for larger accounts?

Do you charge any trading commission and custodian fees?

Why is there a need for specific financial advice for women?

I want to open a relationship with Marmot and start to invest. What are the next steps?

Do you accept US-clients, meaning persons with a US-passport?

When does Marmot charge me for its advisory fee?

What is an ETF?

What is the purpose of our portfolio check?

How long does it take to withdraw my funds?

Why does my portfolio allocation remain similar no matter how much I invest?

May I add money into my Marmot account from a bank account under a different name?

Where is my money actually being kept?

Can I invest in monthly or quarterly payments?

How do I add money to my Marmot account?

What is the minimum amount I can invest with Marmot?

How secure is my data?

Can I hold an account at another bank and ask Marmot to manage it with a power of attorney?

Can I open more than one account?

Do you charge any exit fees?

What is a mutual fund?

How do you select the ETFs in my portfolio?

How do you select the institutional portfolio managers in my portfolio?

Can I close my account and portfolio at anytime?

How does Marmot protect the assets in my account?

How often does Marmot rebalance my portfolio?