Click Here to Hear Mr.
E. Terezis, CFA, MBA
President, Marathon Strategic Advisors,
Welcome to Marathon Strategic Advisors’ web site.
As you browse through our site, I hope that you will learn
why Marathon is truly the long term investment choice for
our clients. Allow me to start by sharing a bit of our background
One of the main reasons that I formed Marathon in 1999
was because I saw a need that was not being adequately met
by the investment community. My goal was to create a client-centered
investment company that was built on the foundation of honesty
and integrity. Further, I wanted to base all of the services
that we provided on what I would personally want and expect
if I were a client of the firm.
As simple as these goals sound, finding an investment management
company that fits this description is extremely rare. Most
investment related companies have numerous conflicts of
interest that put the companys’ profit goals ahead
of the needs of their clients. I don’t think that
this is the correct way to do business. This is why I formed
Marathon under the premise that everyone deserves to receive
completely objective investment advice that is free from
conflicts of interest. We carefully design, implement, and
maintain each investment solution for our clients with their
best interests in mind.
The culture of a company is always set by its leaders,
and is propagated from the top down. This is what we believe
in: doing the right thing for our clients; always putting
our clients’ interests first; being fair and respectful
in all matters; taking care of our community and staff;
and in not being greedy as individuals.
In selecting an investment advisor, you should choose a
manager whom you and your family can trust, depend on, and
grow with during your lifetimes and for generations to come.
Please enjoy visiting to our web site, and thank you for
considering Marathon Strategic Advisors as the long-term
solution to your investment management needs.
- Nicholas E. Terezis, CFA, MBA
President and Founder of Marathon Strategic Advisors