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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.

Reports Mailed to Clients

Quarterly Reporting:
Each quarter Marathon will prepare the following position and performance reports:
      • current holdings;
      • performance during the latest quarter;
      • performance history since Marathon has been managing your assets.
Annual Reporting:
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.

Reports and Information Available Over the Internet

Monthly Reporting:
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).
Research:
Marathon's web site contains a wealth of information, articles and links to other web sites that visitors can use to become more knowledgeable about individual securities, investing and the economic environment.

Information on this website is private and confidential. Admission is conditioned on your acceptance and agreement to our Disclosure, User Agreement & Privacy Policy. If you do not agree with the agreement, do not enter this webiste.
© 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: