Disclaimers

Marietta Investment Partners, LLC (“Marietta”) is a SEC-Registered Investment Advisor located in Milwaukee, Wisconsin.  Additional information about Marietta is disclosed in our Form ADV, which can be viewed through this website and at www.adviserinfo.sec.gov.  All information contained herein is for general informational purposes only and does not constitute a solicitation or an offer to provide investment advisory services in any jurisdiction.  The investment strategies discussed herein may not be suitable for everyone.  Investors need to review an investment strategy for their own particular situation before making any investment decision.  We believe the information obtained from any third-party resources to be reliable, but we do not make any representations or warranties as to the accuracy, timeliness or completeness of any information prepared by any third parties, whether linked to this website or incorporated herein.  The opinions, estimates, projections, comments on financial market trends and investment strategies, and other information contained herein constitute our judgment and are as of the date of the material, are subject to change without notice at any time in reaction to shifting market conditions and other factors and should not be construed as personalized investment advice.  Marietta has no obligation to provide any updates or changes to such information.  Descriptions of hypothetical client experiences should not be viewed as testimonials concerning Marietta or concerning any advice, analysis report or other service rendered by Marietta.

Past performance is not indicative of future results.  The opinions presented cannot be viewed as an indicator of future performance.  It should not be assumed that investments made in the future will be profitable or will equal the performance represented herein.  Investing entails risk, including possible loss of principal.  Marietta does not guarantee any minimum level of investment performance or the success of any investment strategy.  A complete description of our investment strategies and their attendant risks is included in our Form ADV Part 2A firm brochure.

Inclusion of references to individual securities is intended for illustrative purposes only.  References to specific securities should not be viewed as representative of an entire portfolio, nor should the performance of any particular security be viewed as representative of the performance experienced by any other security or portfolio.  It should not be assumed that future recommendations will be profitable or will equal the performance of securities included herein.

This website and the services described herein are intended for U.S. citizens.

Registrations, ADV, and CRS

As a Registered Investment Advisor (RIA), Marietta and all of its investment advisor representatives are required to maintain registration with the Securities and Exchange Commission (SEC) and the states wherein we operate.

Investment Adviser Public Disclosure (IAPD):

Form ADV Part 1A

Form ADV Part 2A (Firm Brochure)

Form CRS

Investment Advisor Representative Summary (qualifications, registration history, disclosure information):

SEC – Investment Adviser Search