About Marathon
  About Marathon
Investment Management Philosophy
  Why Marathon?
  Why Fee Only?
  Investment Managers
  Message From Our Founder
 



 
 
 

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 better investment solutions by:

  • Taking the time to know our clients and to understand their personal needs and goals
  • Teaching clients to invest for the long term
  • Customizing each investment portfolio to meet the unique needs of each client
  • Reducing the probability of losses by adequately diversifying each portfolio
  • Minimizing all portfolio expenses
  • Placing the client’s interest above anyone else’s interests (including our own)
  • Having one of the industry’s most highly qualified investment professionals managing your investments
  • Employing a professional staff that takes a personal interest in your well-being

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© Marathon Strategic Advisors, LLC 2004

Marathon Strategic Advisors, LLC
500 Market Street, Suite 610 · Steubenville, OH 43952-2847
Telephone: OH (740) 282-5198, NY (212) 996-9328, FL (239) 398-8707
Fax: (740) 282-5307 · Toll Free: (866) 435-4224 · Email: