A complete list of active advisors currently associated with Marathon Mission, Inc.

Warmer can help you find a great advisor at Marathon Mission, Inc. or one who fits your needs even better.

Marathon Mission, Inc. provides discretionary portfolio management, pension consulting and standalone financial planning to individual and high-net-worth clients as well as retirement plans. The firm prepares an Investment Policy Statement for each client and offers estate-plan implementation support by coordinating third‑party legal providers. The firm’s investment process combines fundamental and technical methods, including charting and modern portfolio theory, and it documents risk tolerance and objectives in each client’s IPS. Marathon Mission employs a range of strategies that include long‑term positions as well as margin, short sales and options trading (including uncovered strategies), and it also allocates to alternatives such as private placements, venture capital and real‑estate funds when appropriate. Compared with many peers of similar size, Marathon Mission manages client assets in‑house rather than selecting third‑party managers and requires clients to custody assets at Charles Schwab & Co., Inc. Advisor Services. The firm also documents policies for fair allocation of limited opportunities (including IPOs) and discloses the receipt of research and other soft‑dollar benefits from its custodian, which can influence broker selection.

To learn more about the advisors currently working at Marathon Mission, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.