A complete list of active advisors currently associated with Marietta Investment Partners, LLC

Warmer can help you find a great advisor at Marietta Investment Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Marietta Investment Partners, LLC, 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.