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