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Marietta Investment Partners photo
Marietta Investment Partners photo
Marietta Investment Partners photo
Marietta Investment Partners photo
Marietta Investment Partners photo

Marietta Investment Partners

5.0 1 reviews
Address: 100 E Wisconsin Ave # 2650, Milwaukee, WI 53202, USA Get Directions

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About this business

Marietta Investment Partners, an independent Registered Investment Advisor, is powered by a close, experienced team. It is the dream of any professional to be the captain of their boat. In my 22nd year of portfolio management at 57 years in 1999, I realized this. I wanted to work for a firm that respected basic principles, many of which differed from those I was loyal to at the time. Professionals over the age of 60 often shut down their businesses and pass them to younger professionals. I didn't want to retire and lose contact with customers and colleagues. I was concerned about losing my passion for professional investing. It was a bit late to make a business, or I would have to relocate. I was hesitant to think about everything. Founding a company was terrifying and thrilling. I wasn't billionesially wealthy; I had a wife and three kids, and investment advising is a fierce industry. The possibilities were vast, and I don't regret my decision for a day.

Location & directions

Milwaukee, Wisconsin
Marietta Investment Partners
Wealth Management Companies
Address
100 E Wisconsin Ave # 2650, Milwaukee, WI 53202, USA
Hours
Closed Now
Marietta Investment Partners Reviews · 5.0 average
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