About Marietta investment partners, llc
Marietta Investment Partners, LLC: Providing Exceptional Portfolio Management Solutions
Marietta Investment Partners, LLC is an independent Registered Investment Advisor (RIA) that specializes in providing portfolio management solutions to individual and family clients. Founded in 2000 in Milwaukee, Wisconsin, Marietta has been serving its clients for over two decades with a commitment to excellence and integrity.
As a 100% employee-owned company, Marietta takes pride in its team of experienced professionals who are dedicated to helping their clients achieve their financial goals. The company's investment philosophy is based on the principles of diversification, risk management, and long-term value creation.
Marietta's portfolio management solutions are tailored to meet the unique needs of each client. The company offers a range of investment strategies that include equity portfolios, fixed income portfolios, balanced portfolios, and alternative investments. Marietta's investment process involves rigorous research and analysis to identify high-quality investments that have the potential for long-term growth.
One of the key strengths of Marietta is its focus on risk management. The company employs a disciplined approach to managing risk by diversifying across asset classes and sectors while maintaining a focus on quality investments. This approach helps minimize downside risk while maximizing upside potential.
Marietta also places great emphasis on transparency and communication with its clients. The company provides regular updates on portfolio performance as well as market insights and commentary from its team of experts. Clients have access to their accounts through an online portal where they can view their holdings and track performance.
In addition to portfolio management services, Marietta also offers financial planning services that include retirement planning, estate planning, tax planning, education funding strategies as well as charitable giving strategies.
Overall,Marietta Investment Partners is committed to providing exceptional service with integrity while helping clients achieve their financial goals through customized portfolio management solutions tailored specifically for them.Their dedication towards transparency,risk-management,and communication makes them stand out among other RIAs.They are truly one-of-a-kind!