Client Profile

Clients of Marathon Strategic Advisors are predominantly individuals, trusts, retirement plans, and non-profit organizations. Our clients include corporate executives, entrepreneurs, attorneys, physicians, and small business owners who value the rigor of our investment methodology and customized personal service. Our clients are often successful business people and retirees. Frequently, we manage multiple portfolios for the same individual or family group in a coordinated fashion for both tax efficiency and diversification purposes.

A common characteristic of our clients is that they are independent thinkers who value an individualized investment approach. Many have evaluated the offerings of other financial professionals and large institutions, and have decided that an expensive, biased, off-the-shelf approach would not work for them. They appreciate the opportunity to work directly with highly trained investment professionals who understand their needs and will invest their money accordingly.

Our clients generally agree on the following principles:

I enjoy a high level of service, communication, and documentation on my portfolio.

I am comfortable with utilizing the concept of diversification for the management of my portfolio.

I agree that paying a fee for someone to manage my money makes sense.

As long as we have agreed on an asset allocation that will meet my objectives and as long as I am kept informed, I am comfortable with Marathon managing my money while I live my life.

I prefer that my portfolio grow more slowly and consistently over the long-term than follow a more volatile approach.

We also believe that our clients share our same values – integrity, family, discipline, accountability, and respect for achievement.