Active Investment Management
Our passion is the markets. Yours doesn’t have to be.
Why Choose
Marietta?
Guided by a timeless investment approach, our portfolio managers continuously analyze market dynamics and tailor strategies to align with your evolving financial goals, ensuring a disciplined and forward-looking investment experience.
How We Do Things
Fully Customized Portfolios
The Marietta team will review all your current assets and obligations, as well as discuss your risk tolerance, time horizons, and aspirations. Our investment firm professionals then construct individualized portfolios using US and international equities tailored to your goals and in coordination with your other assets and obligations.
Goals-Based Planning
Our investment portfolio management and financial planning process keeps your entire financial picture in focus. Our investment services will help you avoid a “junk drawer” of financial pieces and draw a cohesive financial picture for today and tomorrow.
Fiduciary Standards
Our company always puts your interests first. Our services are not tied to specific product pipelines like many other advisors. This offers us greater flexibility in customizing your portfolio to your specific wishes. Additionally, as fiduciaries, Marietta does not earn commissions on any investments purchased on your behalf.
Fee-Only Compensation
Unlike some other investment management firms, fees are transparent. We structure our investment service fees based on a percentage of assets invested with us so that we only do better when you do better.
Effortless Investing
You worked hard accumulating your savings, & your financial future deserves specialized attention. Our relationship managers are experts with decades of success. We utilize our professionals’ valuable information and research to aid us in generating growth and income while preserving capital and minimizing tax implications. Let us manage your investments while you manage your life.
