THE MARATHON PHILOSOPHY
Investment Management Philosophy
At Marathon Strategic Advisors, we recognize that a one-size-fits-all approach to investing is not best for investors. Each portfolio that we manage is tailored to suit the financial goals, return objectives, risk tolerance, liquidity needs, taxability, investment horizon, and unique circumstances of the client.
Our philosophy is to provide clients
with the best possible investment solutions by:
TEACHING CLIENTS TO INVEST FOR THE LONG TERM
EMPLOYING A PROFESSIONAL STAFF THAT TAKES A PERSONAL INTEREST IN YOUR WELL-BEING
PLACING THE CLIENTS INTEREST ABOVE ALL ELSE
TAKING TIME TO KNOW OUR CLIENTS AND TO UNDERSTAND THEIR PERSONAL NEEDS AND GOALS
HAVING ONE OF THE INDUSTRY’S MOST HIGHLY QUALIFIED INVESTMENT PROFESSIONALS MANAGING YOUR INVESTMENTS
MINIMIZING ALL PORTFOLIO EXPENSES
CUSTOMIZING EACH INVESTMENT PORTFOLIO TO MEET THE UNIQUE NEEDS OF EACH CLIENT
REDUCING THE PROBABILITY OF LOSSES BY ADEQUATELY DIVERSIFYING EACH PORTFOLIO