Our passion is the markets.
Yours doesn’t have to be.
We are a tight-knit team of experienced professionals who work closely with clients to help them overcome the complexities of wealth. Our investment process consists of thorough in-house research combined with a fresh perspective to a timeless approach.
We are 100% employee-owned and only answer to our clients, not to shareholders. Our clients’ portfolios are directly managed by the people who know them best - us.
At Marietta, we are fully invested in your success and make our portfolio managers and decision makers accessible to you.
Questions To Ask Your Advisor
Whether you choose to work with Marietta or another advisor, a little due diligence can go a long way towards protecting your money.
Why Choose Marietta?
Direct Investment Efficiency
We do not outsource investment decisions to costly third-party managers.
Access To Portfolio Managers
We give you full access to the portfolio managers who make critical investment choices.
Attentive Customer Experience
Our clients are treated with a white glove service and have been since the firm’s founding.
Invest for Tomorrow.
Speak with us Today.
Contact details
Marietta Investment Partners
833 E Michigan St Suite 980
Milwaukee, WI 53202, US