Investment Strategy That Lasts For Generations

We work with select individuals and families who want to grow and protect their wealth for generations with our fresh perspective on a timeless approach to investing, taking established, proven investment principles and applying them in a new or innovative way.

Our clients include business owners, multigenerational families, individuals, and institutions who want an accessible, experienced investment team working on their behalf today to protect and grow their wealth for tomorrow.

How would you describe yourself?

  • You have grown your wealth through an impressive career or business. Work with Marietta to ensure your wealth is thoughtfully managed through your working years and beyond. We construct diversified stock and bond portfolios that take into account a wide-range of financial situations. Additionally, we work with advisors who can address questions of asset protection, tax-mitigation, and passing on wealth to secure your financial legacy.

  • Marietta can help you navigate the complexities of managing inherited wealth during a challenging time. We focus on tax-efficient strategies, diversifying investments, and creating a long-term plan that secures your financial future. We can also offer guidance on how you manage your trusts, which protect your assets and provide peace of mind for you and your family.

  • Marietta can create a tailored financial roadmap for your retirement and beyond, focusing on maximizing cash flow, implementing tax-efficient strategies, and diversifying investments. We help you to protect your assets and secure your legacy for future generations.

The Buck Stops Here

At Marietta, we have no outside interests to prioritize when it comes to the services we offer.

We make that CLEAR from the start:

Community Impact

We can identify various approaches to increase your charitable giving and community impact in a tax efficient manner. If desired, we will introduce you to a philanthropic consultant to develop a long-term giving strategy.

Legacy Protection

We work together to create an investment portfolio focused on steady growth and downside protection, maximizing your legacy while safeguarding it from volatility.

Economic Outlook

Our quarterly Global Economic and Financial Market Outlook provides insights on the macroeconomic landscape. We share these views with you and welcome your feedback. Together, we can come up with a shared vision of what the upcoming quarters are likely to entail.

Alignment with Values

We adhere to a timeless investment philosophy designed to transition from one generation to the next while prioritizing our clients’ values and portfolio needs.

Results-Driven

Our portfolio management team conducts extensive in-house research to determine client portfolio recommendations with the highest performance potential.