Business Details
Your Trusted Partner for Financial Advisory Solutions
At One Across Capital, we are committed to delivering superior investment returns within a risk-appropriate framework tailored to each client's unique needs. As a registered investment adviser, we operate under a fiduciary duty to prioritize client interests above all else, offering independent and unbiased investment advice. Our approach combines thorough fundamental research with a long-term perspective, seeking opportunities across industries and market caps. We specialize in constructing personalized portfolios that reflect individual goals, timeframes, and risk tolerances, with proactive management and discretionary decision-making. Our fee-only structure ensures alignment with clients, eliminating conflicts of interest from commissions or sales incentives. Transparency is core to our practice, with full account visibility and straightforward communication about strategies and performance.We differentiate ourselves through flexibility in investment style, objective research unencumbered by sell-side ties, and a commitment to making elite-level money management accessible to a broader investor base. Our team brings extensive experience in financial analysis and portfolio management, having previously worked at firms managing billions in assets. We believe successful investing requires patience, discipline, and a research-driven approach to risk-taking, avoiding speculative short-term trading. Our clients benefit from personalized attention, timely responsiveness, and customized solutions designed to navigate changing market conditions while maintaining focus on long-term objectives.
Services
Investment Advisory Services
Long/Short Equity Accounts
Customized Portfolio Management
Fee-Only Financial Planning
Risk Assessment & Strategy
Highlights and features
- We operate under strict fiduciary duty to prioritize client interests
- Our fee-only structure eliminates conflicts from commissions or sales incentives
- We offer discretionary portfolio management with proactive adjustments
- Our research-driven approach focuses on long-term wealth creation
- We provide transparent account access and straightforward communication
Services
Investment Advisory Services
We provide personalized investment advisory services focused on long-term wealth creation through customized portfolio management. Our approach combines fundamental research with strategic asset allocation tailored to individual financial goals and risk profiles. Clients benefit from proactive portfolio adjustments and discretionary decision-making while maintaining full transparency through online account access.
Long/Short Equity Accounts
Our long/short equity accounts offer alternative investment strategies that may profit in both rising and falling markets. These accounts utilize short selling and margin to enhance returns for risk-tolerant investors, providing an accessible alternative to traditional hedge funds with lower minimum investments and more transparent fee structures.
Customized Portfolio Management
We create customized portfolio solutions based on individual client needs, time horizons, and risk tolerances. Our discretionary management approach allows timely adjustments to changing market conditions while maintaining focus on long-term financial objectives through personalized investment strategies.
Fee-Only Financial Planning
Our fee-only compensation model ensures completely unbiased financial advice with no conflicts of interest. We receive no commissions or sales incentives, maintaining strict fiduciary responsibility to clients through transparent pricing based solely on assets under management.
Risk Assessment & Strategy
We conduct comprehensive risk assessments to develop appropriate investment strategies for each client. Our approach combines thorough fundamental analysis with proactive risk management techniques to navigate market volatility while maintaining alignment with individual financial goals and comfort levels.
People
Neil Marks
Portfolio Manager
Neil Marks brings over seven years of experience as an analyst and portfolio manager from Gilder, Gagnon, Howe & Co. LLC. He previously worked in investment banking after graduating from Davidson College with an economics degree. His expertise includes fundamental research and stock selection across multiple industries.
Questions
What services does One Across Capital offer?
We provide personalized investment advisory services including portfolio management, long/short equity strategies, and customized financial planning with a fiduciary focus.
How does your investment approach differ from others?
Our approach combines fundamental research with long-term perspective, avoiding speculative trading while maintaining flexibility across industries and market caps.
What is your fee structure?
We use a transparent fee-only model based on assets under management, with no commissions, sales incentives, or hidden costs.
How do you manage risk for clients?
We construct diversified portfolios aligned with individual risk tolerances, using proactive monitoring and discretionary adjustments to market conditions.
Can I access my account information?
Yes, we provide full online access to your account positions and performance with transparent reporting.
