Marietta Returns to “Money Life with Chuck Jaffe”
Listen to the interview by clicking the play button below:
To listen to the full episode on the “Money Life with Chuck Jaffe” website, click here.
Jonathan Smucker Named 2022 40 Under 40 Recipient
We are enthusiastic to announce that Marietta partner and portfolio manager, Jonathan Smucker, is a Milwaukee Business Journal 2022 40 Under 40 Award winner. The winners were announced in late January. The 40 Under 40 Awards recognize Milwaukee-area leaders with a strong record of innovation in their fields, outstanding performance in their business, and a clear track record of meaningful community involvement.
Besides Jonathan’s contributions at Marietta, he serves on the board of directors and is the chair of the marketing and communications committee at SecureFutures, a non-profit organization that empowers teens with financial education, tools, and mentorship. He is also involved directly in his community as a Shorewood Public Library board member. In addition, he aids another non-profit organization focused on youth leadership and development, Teens Grow Greens, through its advisory committee.
We congratulate Jonathan on this major accomplishment. To learn more about the 40 Under 40 Nominees, click this link to the Milwaukee Business Journal.
Marietta Returns to Money Life with Chuck Jaffe
Listen to the interview by clicking the play button below:
To listen to the full episode on the Money Life with Chuck Jaffe website, click here.
Mary Allmon named “Notable Woman in Finance”
Congratulations to Partner and Portfolio Manager Mary Allmon for being selected as a “Notable Woman in Finance” by BizTimes! Mary was featured for her impressive tenure and leadership at Marietta, as well as her significant involvement in the Milwaukee community.
Click here to read Mary’s full feature.
Marietta Ownership Transition Featured in BizTimes
Marietta featured on Money Life with Chuck Jaffe
Listen to the interview by clicking the play button below:
To listen to the full episode on the Money Life with Chuck Jaffe website, click here.
Marietta’s Tips to Avoid Fraud on CBS 58
Good due diligence is going to be the antidote to fraud…the more questions you ask, the better.
Marietta’s Portfolio Manager and Partner, Mary Allmon, was featured on CBS 58 discussing the importance of protecting yourself when working with an investment advisor. Following a recent Ponzi scheme committed in the Madison, Wisconsin area, CBS 58’s Brittany Lewis sought out Mary to provide viewers with guidance for avoiding investment fraud.
Click here for the full CBS 58 report.
As an Independent Registered Investment Advisor of 20 years, Marietta takes due diligence and client security very seriously. We have compiled the guide below to offer recommendations on how to avoid fraud.
1.) What do people need to be cautious of when investing?
Watch out for Red Flags:
- Anything that sounds too good to be true.
- Any investment professional or product that guarantees returns. Also, high returns with little or no risk.
- Overly consistent returns. Investments go up and down over time. Be skeptical about any investment that regularly generates returns regardless of market conditions.
- Pressure to invest quickly.
- Unsolicited offers, cold calls, newsletters, ads that might come as a direct mailer or online through a banner add or social media.
- Persuasion tactics like seminars or sales pitches that offer free lunches targeted at specific groups.
2.) How can people protect themselves from becoming victims of an investment fraud scheme?
- Register your investment accounts in your name with an independent third-party custodian that is monitored by regulatory agencies. All transactions in your account should be fully visible to you daily either through account statements or the custodian’s website/app.
- Ask questions. Due diligence is the antidote to fraud. Thoroughly evaluate the background of any investment advisor or broker before you invest. A good investment professional will welcome questions and have informed answers.
3.) How can investors tell that the account statements they are receiving are real and not fictitious?
- Cross-check your statements. If you are using an independent third-party custodian, there should be at least two sets of statements, one from your advisor and one from the custodian. Watch for transactions that do not appear on the brokerage statement or if there are frequent transactions you don’t understand or don’t add up.
- Check the financial institution name and logo on the statement. Look at the contact info on the statement and check for discrepancies.
- Try to avoid commingled and/or pooled funds where the manager has custody and possession and/or the account activity statements are generated by only the manager and not by an independent third-party.
- Carefully review the contract used when signing up with an investment professional. Watch for misspellings, careless wording, or vague language. Consider having an outside professional review the contract before signing.
4.) What are some other documents people should ask for when investing?
- For advisors: Firm registrations with regulatory authorities, ethics policies, information and cyber security policies, and sample statements.
- For investment products: A prospectus or disclosure statement.
5.) What are some “tough questions” investors should be asking when investing money?
Milwaukee Journal Sentinel Features Marietta Portfolio Manager
Marietta’s investment strategy often relies on broad economic themes that will push growth in specific regions, sectors, and industries. We explore stocks which will benefit from these trends and invest in the companies that have demonstrated an ability to consistently execute their business plans and grow earnings. Portfolio Manager, Mary Allmon, shared one of these themes that we are excited about with the Milwaukee Journal Sentinel’s Kathleen Gallagher this past Sunday. To read the article, please follow the link below:
Manager seeks growth from Chinese consumers and mobile strategies
John Evans named “Five Star Wealth Manager”
Marietta is pleased to announce that John Evans has been named a “Five Star Wealth Manager” for the 4th year in a row. Each year, Milwaukee Magazine partners with Five Star Professional – a market research firm – to publish a list of wealth managers who meet an objective set of criteria. The list is intended to assist individuals in selecting a service professional that other investors have indicated provides exceptional client satisfaction and service.
At Marietta, we take great pride in providing the best possible service to our clients. We are delighted to receive this recognition and look forward to continuing to serve you in the future.
Journal Sentinel Features Marietta Portfolio Manager
Marietta’s investment strategy often relies on broad economic themes that will push growth in specific regions, sectors, and industries. We explore stocks which will benefit from these trends and invest in the companies that have demonstrated an ability to consistently execute their business plans and grow earnings. Associate Portfolio Manager Robert Draper shared one of these themes that we are excited about with the Milwaukee Journal-Sentinel’s Kathleen Gallagher this past Sunday. To read the article, please follow the link below: