Reports for Clients

At Marathon we believe that strong client communication is vital. With this in mind, we have constructed a series of reports that we believe will keep you as well informed about investments as possible.
  • MONTHLY
  • QUARTERLY
  • ANNUALLY
ONLINE

Monthly

The following personalized reports are updated monthly on our site (client user ID and password are required for access):
  • current holdings;
  • top holdings;
  • performance (year-to-month);
  • performance (quarter-to-month);
  • performance history (monthly);
  • performance history (quarterly);
  • unrealized gains and losses;
  • realized gains and losses (year-to-month);
  • all purchases and sales (year-to-month).
WHAT DO THESE TERMS MEAN?
LOG-IN TO VIEW YOUR REPORTS
ONLINE/MAILED

Quarterly

Each quarter Marathon will prepare the following statements on the following position and performance reports:
  • current holdings;
  • performance during the latest quarter;
  • performance history since Marathon has been managing your assets.
WHAT DO THESE TERMS MEAN?
ONLINE/MAILED

Annual

At the end of every year, Marathon will provide an additional set of in-depth reports that review your:
  • portfolio sector break down;
  • unrealized gains and losses;
  • realized gains and losses for the past year (useful for tax reporting);
  • purchases and sales that took place over the past twelve months.
WHAT DO THESE TERMS MEAN?