Custom portfolios
Individual portfolios use U.S. and international equities.
Marietta Investment Partners
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About Marietta Investment Partners
An investment management firm in Milwaukee. Marietta Investment Partners provides active investment management and financial planning. Its team reviews clients' assets, obligations, risk tolerance, time horizons, and goals to build individualized portfolios using U.S. and international equities. Portfolio managers monitor investments and tailor strategies as financial goals evolve. The firm also uses goals-based planning to help clients bring their financial picture together. Investment decisions are made in-house rather than outsourced to third-party managers, and clients can access the portfolio managers making those decisions. Marietta describes its approach as fiduciary and fee-only, with fees based on a percentage of assets invested and no commissions on investments purchased on clients' behalf. The firm is 100% employee-owned.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Marietta Investment Partners and not provided by the business.
Services & specialities
Highlights
Financial planning
Goals-based planning considers the full financial picture.
Active management
Portfolio managers monitor investments and adjust strategies.
Marietta Investment Partners Reviews
No reviews yet — be the first to review Marietta Investment Partners.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.