Chaikin Capital Management

Marc Chaikin serves as the founder, Chief Investment Officer, and primary portfolio architect. His methodology stems from the proprietary quantitative indicators he developed—most prominently the Chaikin Money Flow oscillator and the Chaikin Power Gauge rating—which form the backbone of the firm's equity ETF rotation strategies.

Chaikin Capital Management operates as the registered investment advisor, while Chaikin Analytics is the technology arm that delivers the quantitative research platform to retail traders and financial advisors. The platform visualizes the same proprietary signals—such as the Power Gauge and Money Flow—that the RIA uses to construct its model portfolios, creating a tight loop between software distribution and investment management.

The firm aggregates Money Flow readings alongside earnings-quality, value, and technical-strength factors into a multifactor model that rates ETFs and individual securities. Portfolio construction then applies a tactical overlay based on broad accumulation-distribution trends, rotating among equity sector, style, and market-cap ETFs during risk-on periods and shifting to cash or defensive allocations when selling pressure intensifies.

Chaikin Capital Management manages proprietary separate accounts for clients through its RIA structure. ETFs bearing the Chaikin brand exist but are operated separately—typically by a third-party issuer that licenses Chaikin's intellectual property as the index methodology provider. The RIA itself does not serve as the direct ETF portfolio manager for those public funds.

The firm serves individual investors as a registered investment advisor and also makes its model portfolios available to financial intermediaries on a licensing basis. The blended model allows the investment team to capture both direct advisory fees from retail accounts and recurring licensing revenue when third-party advisors run Chaikin’s strategies on their own platform infrastructure.