We
customize
cus·tom·ize
tailor to meet an individual's specifications, needs or preferences
your investment portfolio to achieve your specific investment goals

At Marietta, we design and manage a personalized investment program for you that’s based on a careful examination of your specific financial circumstances and goals.

We analyze and consider your individual investment horizon.

With care and expertise, we design the right portfolio to meet your individual needs and objectives.

We employ a highly disciplined process that is very selective.

We invest in a very select number of securities. We do not put clients into a smorgasbord of ETFs and mutual funds.

We recognize that it’s a market of stocks, not just a stock market.

Our team takes a global approach to equity investing.

Our clients enjoy direct access to a dedicated team of investment professionals

Personal focus. Global perspective.