Company Overview

Marietta Investment Partners was founded in 2000 to provide customized investment portfolios for individuals and trusts, and international and global equity portfolios for institutions.


Our goal is to provide our clients:

  • Customized, tax-efficient portfolios for clients desiring a disciplined, long-term investment program managed according to mutually-established investment guidelines.
  • Global and international equity programs, with superior track records, for institutional clients.
  • Unlimited access to an experienced, client-oriented portfolio manager team, with over 80 years of combined experience, and supported by a professional staff.
  • A firm with unblemished integrity.
  • Disciplined and flexible investment strategies, which take a global perspective, reflect our Economic and Financial Market Outlook and feature our proprietary, growth-oriented equity selection process.
  • Timely, comprehensive and easily-understood reports on portfolio activity and progress.
  • Award winning client satisfaction.
Company Summary
Name
Marietta Investment Partners LLC
Number of Employees
1-10
Phone
(414) 289-9080
Location
100 E Wisconsin Ave Ste 2650
Milwaukee, WI
53202-4128