Mark relishes getting into the details and stays focused on the essentials of investment management. He is always a step ahead anticipating our planning needs, and gives his time generously to discussing with us our situation and offering his best advice. He saves us huge amounts of time, and vastly reduces the stress of managing our investable assets. We really enjoy working with him!

Mark is outstanding at encouraging and sometimes forcing conversations that need to happen with our family foundation. Long term success takes planning and strategy, both in practice and spirit, and he is great about keeping his eye on the ball for us when we are distracted with busy family lives. His years of experience serving sophisticated multi-generation families really shows when he so thoughtfully gives his time to our situation

Our Private Foundation has developed a great partnership with Third-Day-Capital Management. Not only have we been guided in the best opportunities for our Foundation but their approach and dedication to helping us invest in a manner that supports our mission and beliefs while obtaining our goals has been phenomenal

Mark is extremely patient and accommodating. He adapts his style to our needs, whether it be changing the frequency of meetings to review goals, or fielding any random financial questions that invariably come up. We also appreciate his transparency and assistance in finding a comfortable and personally-tailored balance for the entire spectrum of our financial well-being.

My wife and I have been working with Mark for the past twenty-plus years and have great affection for his abilities as not only our financial advisor, but as our friend and confidant as well. We started working on our goals for our children’s education (Coverdell Education Savings Accounts /529’s) and have graduated into many other arenas, including Roth IRA’s, traditional IRA’s, 401K assistance, etc. Mark’s enthusiasm and expertise have assisted us in realizing the dream of being able to fully fund both of our children’s higher education and the ability to pay off our house nearly three years early. Mark’s hands on mentality and work ethic is second to none, and we are glad that we found him to be our partner in financial and economic consulting/managing.

Mark is outstanding at encouraging and sometimes forcing conversations that need to happen with our family foundation. Long term success takes planning and strategy, both in practice and spirit, and he is great about keeping his eye on the ball for us when we are distracted with busy family lives. His years of experience serving sophisticated multi-generation families really shows when he so thoughtfully gives his time to our situation

Our Private Foundation has developed a great partnership with Third-Day-Capital Management. Not only have we been guided in the best opportunities for our Foundation but their approach and dedication to helping us invest in a manner that supports our mission and beliefs while obtaining our goals has been phenomenal

Mark is extremely patient and accommodating. He adapts his style to our needs, whether it be changing the frequency of meetings to review goals, or fielding any random financial questions that invariably come up. We also appreciate his transparency and assistance in finding a comfortable and personally-tailored balance for the entire spectrum of our financial well-being.

Mark relishes getting into the details and stays focused on the essentials of investment management. He is always a step ahead anticipating our planning needs, and gives his time generously to discussing with us our situation and offering his best advice. He saves us huge amounts of time, and vastly reduces the stress of managing our investable assets. We really enjoy working with him!

Mark is outstanding at encouraging and sometimes forcing conversations that need to happen with our family foundation. Long term success takes planning and strategy, both in practice and spirit, and he is great about keeping his eye on the ball for us when we are distracted with busy family lives. His years of experience serving sophisticated multi-generation families really shows when he so thoughtfully gives his time to our situation

Our Private Foundation has developed a great partnership with Third-Day-Capital Management. Not only have we been guided in the best opportunities for our Foundation but their approach and dedication to helping us invest in a manner that supports our mission and beliefs while obtaining our goals has been phenomenal