Bookmark Asset Management
Bookmark Asset Mgmt. can help navigate a path to a sound future in a strategic and responsible way.
Marc Scharf is a founder and CIO of Bookmark Asset Management and has been in the investment management industry for over 25 years. Bookmark Asset Management specializes in providing sophisticated investment advice coupled with great service to business owners, entrepreneurs, corporations, foundations, and high net worth individuals. Our firm has a focus on creating customized portfolio solutions for our clients to help achieve their goals. In addition, we have a unique niche in insurance asset management with a focus on captive insurance companies. Over the last three decades, Marc has worked as a portfolio manager for large hedge funds, international banks, and advisory firms. In 1993, Marc began his investment career at Cargill Investor Services trading commodities and futures for large oil and agricultural firms. He took his trading experience to several large Hedge Funds and became a portfolio manager at SAC Capital Advisors for five years. Marc later became a partner and portfolio manager at RNK Capital that invested in both private and public markets. At the Royal Bank of Canada, Marc was a managing director and a portfolio manager for their internal hedge fund with assets over $20 billion. Later, Bookmark Advisors was formed because Marc envisioned a firm that could provide objective, unbiased investment advice to a broad spectrum of investors that wasn’t influenced by investment banking relationships, large institutional capital with leverage, and monthly performance targets that clouded the big picture for most investors. Bookmark Advisors rebranded to become ESG Asset Management that has a similar philosophy that also strives for long term growth of capital with tax efficiencies. Marc believes that active management plays an important role in the process. The goal is to outperform the benchmarks on a risk adjusted basis when most financial advisors are just satisfied to match them. This strategy strives to optimize returns with good stock picking and targeting exposure in sectors and asset classes that have long term secular tail winds. Marc graduated with a degree in Finance from the University of Massachusetts at Amherst in 1991. Investment Advice offered through Private Advisor Group, LLC, a Registered Investment Advisor. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.
08/21/2026
Markets are watching the Fed.
After a split decision on interest rates at the July meeting, all eyes turn to Fed Chair Kevin Warsh’s remarks at the Jackson Hole Economic Symposium Friday.
Investors will be listening closely for clues on inflation and rising Treasury yields. Meanwhile, updated consumer sentiment data—and the latest reading on the
Fed’s preferred inflation gauge, are also on deck.
What will markets hear from the Fed today?
What to Look Out for in Economic Data This Week (August 17-21) Wall Street will get an influx of housing market data, but the July Fed meeting minutes are the highlight of this week's economic calendar.
06/12/2026
High-profile IPOs can generate excitement, but investors shouldn't overlook the benefits of diversification.
Sector investing can provide exposure to long-term growth trends while helping reduce the risks associated with owning a single stock.
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street “We're definitely continuing to see interest in using sector products, sector ETFs,” said Matthew Bartolini, global head of research strategists at State Street Investment Management.
06/05/2026
Markets ended the week on a mixed note as investors weighed competing signals.
A stronger-than-expected jobs report reinforced the resilience of the U.S. economy but also reduced expectations for near-term interest rate cuts. Meanwhile, some profit-taking in AI-related stocks added pressure to major equity indexes.
On the energy front, ongoing tensions in the Middle East continue to create uncertainty, with oil prices remaining elevated despite Friday's pullback.
As always, short-term headlines can drive market volatility, but long-term investors are best served by focusing on their financial plan rather than reacting to daily market movements.
Have questions about your portfolio or recent market activity? We're here to help.
Nasdaq Falls 1,121 Points on Fear of an AI Bubble: Stock Market Today The tech-heavy index was weighed down by significant selling pressure in the wake of AI chipmaker Broadcom's disappointing guidance.
05/29/2026
Will this week's economic data change the market's outlook?
Friday's jobs report headlines a busy week that also includes job openings, labor turnover data, and unemployment claims. Investors will also be listening closely to comments from central bank officials for clues about the path of interest rates.
Economic reports can influence markets in the short term, but maintaining a disciplined, long-term perspective remains one of the most important factors in investing success.
What to Look Out for in Economic Data This Week (May 25-29) The holiday-shortened week's economic calendar features a key inflation update and a handful of Federal Reserve speakers.
05/22/2026
Inflation may not dominate headlines the way it once did, but many retirees are still feeling its impact every day.
From healthcare and housing to groceries and insurance, persistent inflation continues to put pressure on fixed income streams and long-term retirement plans. While economists and markets debate where interest rates may head next, the bigger question for many investors is simpler:
How do you build a financial plan that can adapt as costs continue to rise?
A thoughtful retirement strategy should account for more than just market performance — it should also consider purchasing power, sustainable income, taxes, and long-term flexibility.
Inflation Isn't the Real Problem: Having No Plan to Account for It Is Buying an "inflation protection" investment in retirement, instead of making sure your financial plan can withstand rising costs, is a big mistake.
05/14/2026
Artificial intelligence continues to reshape industries at a rapid pace, with many leaders viewing it as one of the most transformative technological shifts of our time. As companies race to integrate AI into everything from cloud computing to healthcare and automation, investors are paying close attention to the opportunities emerging across the market.
Here are some of the AI-focused stocks and companies investors are watching right now.
Best AI Stocks to Buy: Smart Artificial Intelligence Investments Artificial intelligence is the catalyst for what many observers recognize as a fourth industrial revolution. Here are the best AI stocks to buy right now.
05/08/2026
With the midterm elections six months away, early trends suggest a shifting political landscape.
Historical patterns, combined with current economic pressures and geopolitical tensions, could create headwinds for the party in power.
An Early Look at the 2026 Midterms The midterm elections are six months away, but Democrats seem poised to translate President Trump's unpopularity into big gains.
05/01/2026
Not all “safe” investments are created equal.
From CDs to money markets to newer strategies like multi-year guarantees, today’s landscape offers more ways to balance stability, yield, and flexibility.
Understanding how each piece fits can help you make more intentional decisions with your cash.
Read more here:
A Multi-Year Guarantee Annuity vs CDs, Mutual Funds and Money Market Funds: Which Belong in Your Portfolio? Advertiser Content from American National Insurance Company
04/24/2026
Wars such as the one unfolding in Iran are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events.
Continue Reading here:
Geopolitical Risk — Bookmark Asset Management Wars such as the one unfolding in Iran are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events...
04/17/2026
Looking through the trees to see the forest.
A quick look at the S&P 500 Annual Returns and Declines.
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