Marietta Investment Partners

EST. AUM
$765,000,000

CONTACTS
4

CLIENT ACCOUNTS
151

Firm Details

Metro area Milwaukee
CRD Number 108479
Website mariettallc.com
Client types

Overview

Marietta Investment Partners, LLC (“Marietta”), founded in 2000 by John T. Evans, provides investment advisory services to individual, trust and institutional clients. Marietta works with clients to establish appropriate investment objectives and guidelines based on the client’s unique circumstances. Investment programs for individuals, trusts and certain institutional clients are customized and designed to control risk and be tax-efficient. Investment programs for tax-exempt institutional clients are designed to achieve above-benchmark returns on a risk-adjusted basis.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Marietta Investment Partners

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company