Marianne Rullo
MBA, AIF®
Meyer Capital Group
Portfolio Manager
Marianne Rullo
MBA, AIF®
Meyer Capital Group
Portfolio Manager
Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future. - Marianne Rullo, MBA, AIF®
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Marianne Rullo is a fiduciary financial advisor in Marlton, NJ. Meyer Capital Group specializes in comprehensive financial planning and investment management, including sustainable investing, to help professionals, women, families, non-profits and small business owners organize, grow and protect their assets through life’s transitions. As a fiduciary, Marianne Rullo has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
Marianne Rullo is a Portfolio Manager and Investment Committee Member at Meyer Capital Group who has been working in the financial services industry for more than 25 years. She is a specialist in reviewing portfolios and is passionate about communicating with her clients to help them feel financially secure.
Before joining our firm, Marianne worked in several positions at Lehman Brothers and was a compliance auditor for the U.S. General Accounting Office. Her credentials include her a Masters in Business Administration from the University of Notre Dame, a Bachelor of Science in Finance from St. Joseph’s University, a Series 65 FINRA license and her Accredited Investment Fiduciary (AIF®) designation from Fiduciary 360, an organization which promotes a culture of fiduciary responsibility and improves the decision-making processes of investment fiduciaries.
Away from work, Marianne likes to spend time with her family and friends, watching college football or visiting the park with Juice, her Dogue de Bordeaux.
Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.
Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.
During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.
Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.
"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future." - Thomas C. Meyer
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- ETF and Indexing Management
- Small Business Retirement Accounts
- College Education Planning
- ESG/Socially Responsible Products
- Risk Management / Liquid Alternative Strategies
- SMA (Separately Managed Accounts)
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- Recently Divorced and Widowed
- Socially Conscious Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Flat Rate & Hourly Planning
- % of Assets Under Management
Professional Designations & Affiliations
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Marianne Rullo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Marianne Rullo is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Meyer Capital Group is an Independent Registered Investment Advisor (RIA)Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
Contact Marianne Rullo
Office Locations:
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5 Greentree Center
Suite 312
Marlton, NJ 08053
