Our Services
Marathon Capital offers a holistic approach to wealth services, helping to ensure that investment strategies align with your broader financial goals.
Wealth Services
Marathon offers a variety of investment portfolio structures to help meet the long-term investment objectives of our clients. From large and small company portfolios to balanced and fixed-income approaches, our research-intensive investment discipline is designed to uncover attractive opportunities among publicly-traded securities.

Investment Management
Investment management includes equity and fixed income investment solutions offering several strategies: Growth & Income, Income, Concentrated Growth, All Cap and ETFs. This approach allows us to tailor our investment solutions to the specific needs and objectives of each client, ensuring a personalized and effective management of their portfolios.

Financial Planning
We work closely with you to provide a comprehensive, goals-based financial planning approach that is designed to navigate your unique needs and aspirations. By understanding your individual circumstances and objectives, we create personalized strategies that help you achieve your financial goals effectively and efficiently.

Estate Planning & Risk Management
Although we don’t manage estate planning or risk management directly, we recognize the importance of protecting your assets and ensuring long-term financial stability. We are happy to collaborate with your existing team (estate attorneys, insurance representatives, etc.) to help you develop these strategies. If you don’t have a trusted team in place yet, we can also provide references to help you find the right people.
All of our clients receive:
At our firm, we prioritize transparency and personalized service in every aspect of our client relationships. All of our clients, regardless of portfolio size, receive tailored investment profiles and regular updates regarding portfolio performance. Our commitment to open communication means that clients have direct access to their advisors, fostering a collaborative environment where questions and insights are always welcome.
01
Investment Profiles
Each client at Marathon Capital Management has a written Investment Profile that details investment objectives, risk tolerance levels, appropriate asset allocation ranges for portfolio construction, and other guidelines that establish the investment framework.
02
Monthly Statements
Each account is monitored within the context of the written Investment Profile and periodic reviews are conducted with each client. Notification of portfolio changes are mailed within a day or two of actual trades, and clients receive monthly statements from their custodians detailing portfolio holdings and performance.
03
Advisor Communication
Adopting a long-term view of capital markets requires discipline and patience, but we recognize the need to regularly review the investment process and share our thoughts and outlook. We encourage regular communication with our clients because we believe successful investment management is not only a function of performance, but also trust and understanding.