Marietta Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$621,647,800
Clients
137
Advisors
6
of 7 employees
About
Marietta Investment Partners is an SEC‑registered, employee‑owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates and institutional clients, including charitable organizations, pension and profit‑sharing plans and — unusually for firms in this category — insurance company clients. The firm offers customized global growth strategies and a suite of non‑customized equity programs (including several ESG‑focused strategies) and maintains an ETF‑only program for accounts that do not qualify for other programs.
The firm’s investment process centers on proprietary research to identify high‑quality, growth‑oriented securities and applies an ESG scoring overlay that clients may elect to incorporate in whole or in part; Marietta discloses and reports comparative program performance against specified benchmarks. Marietta also provides limited lists of investment ideas to third‑party companies for negotiated compensation (a flat fee plus a conditional outperformance bonus), a practice the firm says it governs through firewalls, trading restrictions and documented procedures.
Distinctive features include the firm’s employee ownership structure, an explicit ESG proxy‑voting policy that prioritizes certain environmental, social and governance outcomes (for example supporting increased disclosure and diverse boards) even when those priorities may diverge from maximizing short‑term shareholder value, and a documented reliance on AI and other data science tools with human oversight; the brochure discloses that a member of the investment team has a majority interest in an AI research venture and describes related oversight. Marietta focuses on discretionary portfolio management rather than offering comprehensive standalone financial planning, and it discloses account minimums with limited waivers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $2,000,000 Fee-only: Annual advisory fees charged as percentages of assets under management according to tiered schedules
Main office
833 East Michigan Street, Suite 980
Milwaukee WI 53202
Advisors at this office
6
Most active in
Florida · Illinois · Louisiana · New Hampshire · New York · Texas · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert D
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Robert Draper is a Series 65-licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners is an employee-owned investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm employs proprietary research and an ESG scoring overlay in its investment process and integrates AI and data science tools with human oversight.
Jonathan S
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Jonathan Smucker is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation and 13 years of industry experience. He has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm employs proprietary research and an ESG scoring overlay in its global growth and equity strategies, supported by AI and data science tools overseen by the investment team.
Amanda G
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Amanda Grams is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has two years of industry experience. Grams has been with Marietta Investment Partners since 2014 in various roles. Marietta Investment Partners is an employee-owned investment adviser offering discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm emphasizes proprietary research to select growth-oriented securities, incorporates an ESG scoring overlay, and uses AI and data science tools with human oversight as part of its investment process.
Lori B
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Lori Brook is a Series 65-licensed financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with one year of industry experience. She has been associated with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned, SEC-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, and institutional clients, including charitable organizations and insurance companies. The firm utilizes proprietary research, an ESG scoring overlay, and AI-driven tools to manage customized global growth and equity strategies.
Charles E
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Charles Evans is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 credential with 7 years of industry experience at the firm. He is a member of Beltway Angels Tidewater LLC, an investment-related venture. Marietta Investment Partners is an employee-owned investment adviser providing discretionary portfolio management to individuals, trusts, estates, and institutional clients, including insurance companies. The firm emphasizes proprietary research and incorporates ESG considerations in its investment strategies.
Mary A
CFP®, Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Mary Allmon is a CFP® and Series 65–licensed advisor at Marietta Investment Partners, LLC with 13 years of industry experience. She has been with the firm since 2005. Marietta Investment Partners is an employee-owned SEC-registered investment adviser serving individuals, trusts, estates, and institutional clients, including insurance companies. The firm uses proprietary research and an ESG scoring overlay in its discretionary portfolio management, offering both customized global growth strategies and non-customized equity programs.
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