Deploying expertise
focused
fo·cus
concentrated on the central point of attention; clarity
on your goals

As an independent investment firm, we are geared to provide you unparalleled personal, personalized service and attention. Our focus is on understanding and fulfilling your individual investment goals, while meeting your distinct expectations for the service relationship.

Marietta stands out by the flexible customization we provide.

Client
Investment
Portfolio
Administrators
Portfolio
Manager
Investment
Analysis

Each client works closely with their dedicated Portfolio Manager who is supported by a team of Investment Analysts and Administrators. We serve our clients with a team-centered approach.

Clients enjoy direct access to their Portfolio Manager who is making the investment decisions, and who can readily communicate what they are invested in and why.

Personal focus. Global perspective.