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Modified Investments

Modified Investments is an independent Florida registered investment adviser based in Tampa, FL. The firm provides tailored portfolio management services and...

Modified Investments

Modified Investments is an independent Florida registered investment adviser based in Tampa, FL. The firm provides tailored portfolio management services and separately managed account strategies for clients. It employs a fundamentals-based, research-intensive process to guide investment decisions and asset allocation, with a mission to compound and protect clients' capital throughout market cycles.

General information

Firm type

RIA

Location

City

Tampa

Principals

Mark Merrill Jr.

Managing Partner & Portfolio Manager

Frequently asked questions

Who runs investment decisions at Modified Investments?

No named individuals are publicly associated with investment decisions at Modified Investments. The firm's leadership structure is not disclosed in any accessible sources.

Does Modified Investments participate in fund commitments or only direct deals?

No public information exists regarding Modified Investments' preference for fund commitments versus direct deals. The firm has not disclosed its deployment approach.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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