No matter what their financial goals may be, clients of Marathon Investment Programs can trust that they are working with a knowledgeable and experienced financial expert.
How does the advisor help clients – Key Takeaways:
Marathon Investment Programs provides a range of financial services for clients of all types, including individuals, families, and businesses. Their team of advisors offers personalized guidance and expertise to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about Marathon Investment Programs:
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Financial Services Offered
Marathon Investment Programs offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Wealth management
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Their experienced advisors work closely with clients to create customized investment strategies that align with their financial goals and risk tolerance.
Client Types
Marathon Investment Programs is committed to providing personalized financial solutions for clients of all types, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
No matter what their financial situation may be, Marathon Investment Programs is dedicated to helping clients achieve long-term financial success.
Fees & Compensation
Marathon Investment Programs operates on a fee-based compensation model. This means that their advisors are compensated based on a percentage of the assets they manage for clients. This aligns the advisors’ interests with those of their clients, as their compensation is directly tied to the performance of the clients’ investments.
Background
Marathon Investment Programs has been in business for over 20 years, and their team of experienced advisors has a combined 100+ years of industry experience. They are committed to staying up-to-date on the latest market trends and investment strategies to best serve their clients’ needs.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, Marathon Investment Programs follows all industry regulations and disclosures. Some important disclosures for clients to be aware of include:
- Code of Ethics – outlines the ethical standards and conduct expected of the firm and its employees
- Form ADV – provides information about the firm and its services, fees, and business practices
- Form CRS – a brief summary of the firm’s services, fees, and conflicts of interest
Clients can find more information about these disclosures and others on the Marathon Investment Programs website.