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
7
across 2 offices
About
Marietta provides investment advisory services to individuals, trusts and institutional clients — including pension and profit‑sharing plans and corporate entities — through discretionary portfolio management and a suite of non‑customized equity programs (U.S., global, international, mid‑cap and ESG‑dedicated strategies) as well as an ETF‑only program for accounts that do not qualify for other programs. The brochure describes customized portfolios intended to control risk and be tax‑efficient and indicates Marietta generally makes investment decisions without prior consultation under its discretionary authority.
The firm describes a disciplined, long‑term growth-oriented investment approach that emphasizes high‑quality companies with strong balance sheets, consistent revenue and earnings growth, and attractive valuations, complemented by investment‑grade fixed income for income and stability. Marietta applies a proprietary ESG research overlay for ESG strategies, restricts ESG portfolios to securities that meet its grading thresholds, and discloses program‑level comparative performance reporting against named benchmarks (for example, the S&P 500 Total Return and iShares MSCI ACWI ETFs) and quarterly client reporting.
Several disclosures in the brochure distinguish Marietta from many peers: it explicitly reports comparative performance of its equity programs to specific benchmarks and describes programs for tax‑exempt institutional clients designed to achieve above‑benchmark returns, reflecting institutional work beyond typical retail households. The firm also documents use of AI tools with human oversight (and a portfolio manager’s ownership interest in an AI research enterprise), an employee‑ownership structure, and custodial arrangements where a primary custodian may pay for certain services once asset thresholds are reached — factors a prospective client may want to consider for potential conflicts and operational practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.80% annually $5,000,000+: 0.50% annually $0 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.75% annually $10,000,000 - $25,000,000: 0.70% annually $25,000,000 - $50,000,000: 0.65% annually $50,000,000+: 0.60% annually
Account minimum: $2,000,000
Main office
See office833 East Michigan Street, Suite 980
Milwaukee WI 53202
Advisors at this office
6
Offices (2)
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 financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, holding a Series 65 designation with 13 years of industry experience. He has been with Marietta Investment Partners since 2012. Marietta Investment Partners provides investment advisory services to individuals, trusts, and institutional clients through discretionary portfolio management and various equity and ETF-based programs. The firm employs a disciplined, long-term growth investment approach focused on high-quality companies and incorporates proprietary ESG research and AI tools with human oversight.
Jonathan S
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Jonathan Smucker is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI, with 13 years of industry experience. He holds a Series 65 credential and has been with Marietta Investment Partners since 2015. Marietta Investment Partners is an employee-owned advisory firm managing discretionary portfolios for individuals, trusts, and institutional clients, with over $605 million in assets under management as of December 31, 2024. The firm follows a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, offering customized portfolios as well as non-customized equity programs with an ESG research overlay available upon client request.
John E
Series 63, Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
John Evans is a financial advisor with Marietta Investment Partners, LLC in Milwaukee, WI. He holds Series 63 and Series 65 registrations and has 26 years of industry experience, all with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm managing over $605 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy with an emphasis on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, offering both customized portfolios and non-customized equity programs that include ESG-focused options.
Amanda G
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Amanda Grams is a financial advisor at Marietta Investment Partners, LLC with one year of industry experience. She holds a Series 65 designation and has been with Marietta Investment Partners in various capacities since 2014. Marietta Investment Partners provides investment advisory services to individuals, trusts, and institutional clients through discretionary portfolio management and a range of equity and ETF-only programs. The firm employs a disciplined, long-term growth-oriented approach focusing on high-quality companies and investment-grade fixed income, integrating proprietary ESG research for its ESG strategies and offering comparative performance reporting against benchmarks.
Lori B
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Lori Brook is a financial advisor at Marietta Investment Partners, LLC in Milwaukee, WI. She holds a Series 65 designation and has been with Marietta Investment Partners since 2000. Marietta Investment Partners is an employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth approach focused on high-quality equities, fixed-income holdings with shorter maturities, and tax-aware portfolio construction, and offers proprietary ESG research used for screening and proxy voting upon client request.
Charles E
Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Charles Evans is a financial advisor with Marietta Investment Partners, LLC, holding a Series 65 credential and seven years of industry experience. He has been with Marietta Investment Partners since 2015. Evans is also a member of Beltway Angels Tidewater LLC, an investment-related business. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm that provides discretionary portfolio management to individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities, shorter-maturity fixed income, and tax-aware portfolio construction, with a proprietary ESG research overlay available for client-specific applications.
Mary A
CFP®, Series 65
Milwaukee, WI
Marietta Investment Partners, LLC
Mary Allmon is a CFP® and holds a Series 65 license with 12 years of industry experience. She has been with Marietta Investment Partners, LLC since 2005. Marietta Investment Partners is an SEC-registered, employee-owned advisory firm managing over $600 million in discretionary assets for individuals, trusts, and institutional clients. The firm employs a disciplined, long-term global growth strategy focused on high-quality equities and tax-aware portfolio construction, and offers proprietary ESG research overlays for select client programs.
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