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


Financial Institutions Have Grown Remote

Today’s giant financial institutions have grown remote from their customers. Personal relationships have eroded and have been replaced by generic service and mass-market products. Further, rapid growth, mergers, and employee turnover in financial institutions has lead to a decline in personal accountability to clients.

Financial Markets Have Become More Complex

The world’s financial markets have become increasingly complex, and the pace of change has accelerated relentlessly. Your money must work harder than ever in order to produce satisfactory returns. However, if you are like most individuals, you lack the time, tools, and motivation to do the research needed to consistently make informed investment decisions.

Personal Investment Management

Traditional brokers are not portfolio managers. They exist to sell you more and more products. Mutual fund managers buy and sell securities full-time, often in specialized funds that are inappropriate for a large portion of one’s net worth. As independent fee-only personal investment managers, Marathon offers consistent professional management of your investment portfolios.

The lack of personal service and increasing complexity of the financial markets are reasons to consider Marathon as your personal investment manager. Our clients are affluent, successful people that do not have the time or inclination to properly manage their investments. At Marathon a full-time professional investment manager builds your portfolio and continuously monitors your investments.

14 Reasons Why You Should Have Marathon Managing Your Investments

  1. Your Interests Always Come First
    We serve clients with the highest standards of ethics integrity and professionalism. Also, we promise to always give unbiased advice and service that is in your best interest.
  2. Fee-Only Investment Management
    We offer conflict-free investment advice and management. We do not accept any form of compensation from banks, brokers, insurance companies, or any other financial institution. Thus, we have no incentive to sell you products or purchase investments for your account that are not in your best interest.
  3. Direct Access to your Portfolio Manager
    Each client has easy access to their portfolio manager. Clients are not forced to talk to a less qualified salesperson.
  4. Custom-Tailored Investment Portfolios
    Each portfolio is customized to achieve specific investment objectives that are established via personal consultation with a portfolio manager.
  5. High Quality Investment Manager
    Compare our superior background and experience to any financial advisor or mutual fund manager. Our qualifications are at the top of the industry.
  6. Minimize Portfolio Expenses
    Generally, fee-only investment managers are less expensive than mutual funds, “fee-based,” and “commissioned” managers because they do not sell products. Fee-only managers are also less expensive because they can cut middleman expenses out of your investment solution.
  7. Independently Owned and Controlled Investment Firm
    No corporate money-making policy or boss can try to force us to compromise our principals! We always focus on doing what is best for our clients.
  8. Personal Interest in You
    Our clients are very important and personal to us. We care for their well-being and the well-being of their families. Our goal is to serve you and your families for many generations.
  9. Risk-Reducing Strategies
    We attempt to curtail investment risk and principal loss through diversification, research, and diligence.
  10. Separate Account Management
    Each client has his/her own separate portfolio. This makes the investment process transparent to the client. It is easy for the client to see exactly what he/she owns and exactly what is happening in his/her portfolio.
  11. Fewer Worries
    You can be more confident and at ease with your financial future knowing that a highly trained professional is continuously monitoring your investments.
  12. Maximize After-Tax Returns
    Our disciplined investment strategy emphasizes infrequent trading (low portfolio turnover). You will benefit from the deferral of capital gains, lower long-term capital gains rates, and fewer transaction-related expenses.
  13. We Can Help in All Investing Environments
    In strong and weak markets our clients benefit from our equities, fixed income, real estate, and alternative investment expertise.
  14. Multiple Types of Accounts
    We can help manage almost any investment account type that a client may have including: Individual, Joint Tenants, Corporate, Partnerships, Estate, Trust, Custodial, Partnership, Profit Sharing, Money Purchase Pension, Traditional IRA, Roth IRA, IRA Rollovers, Educational IRAs, Simple IRA, SEP IRA, 401(k), Individual 401(k), Keogh, 529 Plans and other account types.

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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: