Marmot Investment Tools
Financial Goal Planner
Visualize your financial future with our interactive Goal Planner.
Explore how different investment strategies and risk profiles can help you reach your goals. Discover the potential of your investments and receive a free investment proposal to get you started.
Money Makeover Quiz
New to the world of investing?
Discover your investor personality and unlock your financial potential with our quick and fun quiz!
Get personalized insights and resources to boost your financial well-being.
Sample Letter
Challenge your bank and take control of your finances!
Our sample letter helps you assess your bank's performance, fees, and the safety of your assets, so you can make informed decisions about your money.
Portfolio Check
Improve your investment strategy.
Our FREE Portfolio Check analyzes your portfolio's construction, identifies potential weaknesses, and provide insights for optimization.
Financial Goal Planner
Achieve your dreams with our interactive Financial Goal Planner! Whether you're saving for a down payment, a dream vacation, or a comfortable retirement, our planner helps you map out your path to success.
Money Makeover Quiz
If you are new to investing this is a great place to start. Unlock your financial potential with our quick and engaging Money Makeover Quiz. In just less than 5 minutes you can discover your unique money mindset and learn what type of investor you are.
Sample Letter
Take control of your finances and put your bank to the test with our sample letter. This pre-written letter makes it easy for you to request key information from your bank about their investment strategy, fees, and risk management practices.
Portfolio Check
Analyze your investments with our FREE Portfolio Check. Get an instant analysis of your portfolio's performance, discover potential weaknesses, and identify areas for improvement. Our easy-to-use tool provides clear insights and actionable steps to help you achieve your financial goals.
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?
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