Historical Performance
Historical Performance
 



 
 
 

In an effort to present our investment management performance as fairly and clearly as possible, Marathon has created several “composites.” A composite is a collection of actual client portfolios aggregated into a single group. The members of each composite are grouped together because they have similar investment objectives or strategies.

Marathon Balanced 75 - 95 Composite.
Portfolios that have target asset allocations of 75% to 95% in equities and the remainder of the portfolio in cash and fixed income investments.

Marathon Balanced 50 - 75 Composite.
Portfolios that have target asset allocations of 50% to 75% in equities and the remainder of the portfolio in cash and fixed income investments.


Marathon Balanced 25 - 50 Composite.
Portfolios that have target asset allocations of 25% to 50% in equities and the remainder of the portfolio in cash and fixed income investments.

Disclosure: complete list of Marathon composites


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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: