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have been replaced by generic service and mass-market products.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
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
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
- 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.
- 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
- 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.
- Custom-Tailored Investment Portfolios
Each portfolio is customized to achieve specific investment
objectives that are established via personal consultation
with a portfolio manager.
- 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.
- 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.
- 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.
- 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.
- Risk-Reducing Strategies
We attempt to curtail investment risk and principal loss
through diversification, research, and diligence.
- 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.
- 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.
- 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.
- 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
- 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