More personal.
More
personalized.

A dedicated team; in touch with you and your goals.

A unique investment experience.

Personal focus.
Global perspective.

The Marietta Experience

It’s our personal focus on your individual investment objectives that makes the difference.

Focused on
your objectives.

Customizing your portfolio
to suit your individual needs.

Our forward-thinking team and disciplined investment process will get you there.

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Who We Are

Marietta is an independent investment management firm. We’re a tight-knit team of investment advisors who provide highly personalized service to high net worth individuals and their families, designed to meet their specific investment objectives...

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How We Invest

More attentive. More direct. More personalized. At Marietta, we tailor your investment portfolio to achieve your specific investment goals. We design and manage a customized investment program for you that’s based on...

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The Client Experience

Our mission is to deliver an exceptional client-oriented investment experience that’s more personal and highly personalized. More personal and highly personalized means:...

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Market Blog

February 6, 2018

Markets Drop on Surging Volatility

What just happened? Stock markets reversed sharply over the last two trading days, interrupting an unprecedented streak of steadily rising m...

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January 29, 2018

Marietta Welcomes Jonathan Smucker To Partnership

Marietta is thrilled to announce Jonathan Smucker as the firm’s newest partner. He joins John Evans, Lori Brook, and Mary Allmon on th...

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January 8, 2018

Economic And Financial Market Outlook 2018 Q1

We expect the economic and equity market backdrop of 2017, which propelled global stock returns higher, to extend into 2018. Last year, for ...

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