Marietta Investment Partners

General Information

Company Name

Founded Year

2000

Location (Offices)

Milwaukee, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Marietta Investment Partners - Company Profile

Marietta Investment Partners offers a fresh perspective on a timeless investment strategy. Founded in 2000, the firm prides itself on its modern approach, while maintaining a traditional investment strategy that has proven successful for over 20 years. What sets Marietta apart is its 100% employee-owned and majority woman- and minority-owned status since August 2019. This ensures a unique focus on client service without outside interests. The firm's core values are underlined by the acronym CLEAR, emphasizing Community Impact, Legacy Protection, Economic Outlook, Alignment with Values, and Responsible Management.

Marietta primarily operates in the Financial Services and Wealth Management sectors. Despite crucial details such as the headquarters location, last investment, and associated investors missing from available information, Marietta Investment Partners seems to uphold a commitment to transparency and client success. For those seeking a reliable long-term investment partner, Marietta's steadfast principles and adaptable strategies make it a compelling option in the financial services landscape. Learn more about Marietta Investment Partners at www.mariettallc.com.

Taxonomy: investment advisory, legacy planning, investment strategy, financial goals, employee-owned, minority-owned, woman-owned, community impact, legacy protection, economic outlook, values alignment, responsible management, modern investment strategy, market adaptation