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modified Investments

Modified Investments is an independent Florida registered investment adviser based in Tampa, FL. Our firm provides tailored portfolio management services and separately managed account strategies for clients. Modified Investments employs a fundamentals-based, research-intensive process to help guide our investment decisions and asset allocation. Our mission is to compound and protect our client's hard-earned capital throughout market cycles by staying disciplined in our investment process and true to our principles.

Our Principles

Discipline
We believe discipline is paramount to successful investing. Sticking to our rigorous investment process and core tenets helps us navigate volatile markets without letting the latest fad or narrative change our investment decisions.
Research
We are a fundamentals-based, research-intensive firm. Intellectual curiosity drives us to never stop learning. We strive to continuously improve our skill set and refine our investment process to keep up with the ever-changing market landscape.
Active Management
We are not passive investors. We take a hands-on approach and actively manage our client's portfolios. We believe that compounding returns over long-term horizons requires active asset allocation to capitalize on the cyclical and secular shifts in the market.
Alignment & Transparency
We’ve built our business model to align with our clients, and we always provide our clients with full transparency. Trust is critical to us and is the foundation upon which our business is built. Our business was designed so that we succeed when our clients succeed.

Our Philosophy

Our investment philosophy can be explained in part by our firm name, Modified Investments. The definition of modified is "having been changed slightly, usually to improve something or make it more acceptable." As investment managers, our goal is to modify our client's investment portfolios through our unique security selection process and management style. We utilize comprehensive fundamental analysis to gain a deep understanding of every company, industry, region, and security prior to investing. Our rigorous investment process provides us with the conviction necessary to implement our strategies consistently throughout each market cycle. Most importantly, as risk managers, we seek to protect our client’s capital and minimize potential losses. We believe that minimizing potential losses maximizes the opportunity for long-term growth.

Our Team

Mark Merrill Jr.
Managing partner & Portfolio manager
Mark is the Managing Partner and Portfolio Manager of Modified Investments. Prior to founding Modified Investments, Mark worked on the Capital Markets team at DeBartolo Development, a private equity real estate firm in Tampa, FL. While at DeBartolo, Mark was responsible for the firm's underwriting, financial analysis, and market research for real estate acquisitions and developments across all property sectors nationwide. In addition to working at DeBartolo, Mark was previously a Portfolio Associate at Clearwell Group, a family office investment firm in Tampa, FL, where he managed asset allocation across client portfolios including public equities, private equity, venture capital, real estate, and fixed income. Mark earned a Bachelor of Science in Business Administration-Finance degree from the University of Florida and holds a Series 65 license.

Contact us

For more information about Modified Investments, LLC, please email us.
Modified Investments, LLC