Historical Performance
Historical Performance
 



 
 
 

Marathon Equity Composite:
Portfolios that have target asset allocations of 95% to 100% in equities and the remainder of the portfolio in cash and fixed income investments.

Marathon Balanced 75-95 Composite:
Portfolios that have target asset allocations of 75% to 95% in equities and the remainder of the portfolio in cash and fixed income investments.

Marathon Balanced 50-75 Composite:
Portfolios that have target asset allocations of 50% to 75% in equities and the remainder of the portfolio in cash and fixed income investments.

Marathon Balanced 25-50 Composite:
Portfolios that have target asset allocations of 25% to 50% in equities and the remainder of the portfolio in cash and fixed income investments.

Marathon Leveraged Equity Composite:
Portfolios that implement leverage in order to have target asset allocations greater than a 100% long position in equities. (Note: Marathon does not recommend any clients follow this type of a strategy, as it can be very volatile.)

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Marathon Strategic Advisors, LLC
500 Market Street, Suite 610 · Steubenville, OH 43952-2847
Telephone: OH (740) 282-5198, NY (212) 996-9328, FL (239) 398-8707
Fax: (740) 282-5307 · Toll Free: (866) 435-4224 · Email: