Business Details
28 Years
experience
Your Trusted Partner for Investment Management Solutions
Marathon Capitol Management has been dedicated to helping individuals and families navigate their financial future with confidence since 1998. Our team specializes in customized investment strategies focused on long-term growth, income, and financial security, tailored to align with each client's unique goals. We operate as a registered investment advisory firm, adhering to a fiduciary standard that prioritizes client needs above all else. Our holistic approach integrates investment management, financial planning, and risk management, ensuring every decision supports broader financial objectives. With an employee-owned structure, we maintain a disciplined framework that balances risk tolerance, capital preservation, and growth opportunities.Our expertise spans equity and fixed-income solutions, including strategies like Growth & Income, Income, Concentrated Growth, All Cap, and ETFs. Client relationships are built on trust, transparency, and a hands-on approach, treating clients like family while delivering personalized, evolving investment solutions. Our team's decades of combined experience, including over 42 years of service to one client family, underscores our commitment to enduring partnerships. We pride ourselves on being accessible, offering open communication and regular consultations to adapt to life changes. Recognized for our boutique culture and responsive service, we stand apart from large brokerage firms by maintaining independence and conflict-free advice.
Services
Investment Management
Financial Planning
Estate Planning
Risk Management
Details
- Year established: 1998
Highlights and features
- We are fiduciary advisors committed to your best interests.
- Over 25 years of experience in personalized investment strategies.
- We offer transparent fee structures based on assets under management.
- Our team treats clients like family with hands-on support.
- We provide integrated financial planning alongside investment management.
Associations and certifications
- SEC
What people say
Hands-on approach
Deep commitment
Personalized strategies
Seamless wealth transition
Genuine care
Services
Investment Management
Our investment management services focus on creating customized portfolios using equities, bonds, and ETFs tailored to individual risk tolerance and financial goals. We employ strategies like Growth & Income, Income, and Concentrated Growth to balance capital preservation with long-term growth. With a fiduciary duty to clients, we continuously monitor and adjust portfolios to adapt to market changes and life events.
Financial Planning
We develop personalized financial plans aligned with clients' unique aspirations, covering retirement, education, and wealth transfer strategies. Our holistic approach integrates investment management with tax-efficient planning and risk assessment. By collaborating with clients' existing legal or tax professionals, we ensure comprehensive solutions that evolve with changing circumstances and long-term objectives.
Estate Planning
Our estate planning services help clients preserve and transfer wealth efficiently through customized strategies. We coordinate with legal and tax advisors to establish trusts, wills, and gifting frameworks that align with family values and financial goals. By addressing tax implications and generational needs, we ensure seamless wealth transitions while maintaining compliance with evolving regulations.
Questions
What makes your firm different from large brokerage firms?
We operate as fiduciaries with a client-first focus, offering independent advice free from product-driven incentives. Our boutique structure ensures personalized service and responsive decision-making.
How do you charge for your services?
We use a transparent asset-based fee model tied to the value of assets under management, avoiding commissions or hidden costs.
What is your investment philosophy?
We prioritize long-term growth through disciplined security selection and customized portfolio strategies aligned with individual client goals and risk tolerance.
How often will we meet to discuss my financial plan?
We recommend annual reviews but offer flexible consultations to address life changes or questions as they arise.