Customized Portfolios
For individuals and trusts desiring a long-term investment program, we:
- Work with clients to establish appropriate objectives and guidelines based on the client’s unique circumstances.
- Maintain regular communication with clients and periodically hold planning sessions to review objectives and portfolio progress.
Marietta portfolios are growth oriented:
- We take a global perspective in identifying favorable stock markets and industry-leading, growth-oriented companies with above-average stock appreciation potential.
Marietta portfolios control risk:
- Asset allocation is based on the client’s long-term objectives as well as on Marietta’s Economic and Financial Market Outlook, stock sectors are broadly diversified and contain well-established companies, and fixed-income sectors emphasize quality in bond selection.
Marietta portfolios are tax-sensitive:
- Our managers employ a variety of investment techniques to keep client taxes to a minimum.
