Portfolio Management Services

Marathon Mission^® offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. We create an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following:

Investment strategy
Asset allocation
Risk tolerance
Personal investment policy
Asset selection
Regular portfolio monitoring

We evaluate the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. We provide discretionary and non-discretionary investment advisory services to clients. The advisory contract established with each client sets forth the discretionary authority for trading. Where investment discretion has been granted, we generally manage the client’s account and make investment decisions on your behalf.

We plan to assure that investment decisions are made in accordance with our fiduciary responsibilities without consideration of our own economic, investment or other financial interests. Our policy is to seek fair and equitable allocation of investment opportunities/transactions (including initial public offerings “IPO’s” with a limited supply) that we identify as being appropriate and prudent.

Latest Posts

28 Jun

Recessions, Inflation and the Market

Recessions are generically defined as two negative quarters of Gross Domestic Product (GDP) in a row. Q1 GDP came in negative. However, this substantially overstates the slowdown in economic growth. It was dragged negative mainly from the imbalance between our imports and exports (imports reduce GDP and exports increase GDP). If we just look at consumption and fixed investment, we see growth that is actually faster than the prior two quarters. The economy was continuing to overheat, despite the negative GDP figure for Q1. This is why recessions are “generically” defined as two negative quarters of GDP in a row.

01 Feb

Interest Rate Hikes & Stock Performance

During the pandemic the Federal Reserve lowered interest rates to nearly zero in an attempt to spur economic activity. This endeavor was clearly very successful considering GDP for 2021 ran at about triple the rate of our historical average. This has been good news for equity investors because earnings growth and profit margins exploded to the upside.

09 Feb

Relationship Between Blockchain, Tether and Bitcoin

Blockchain technology is a protocol like http for the internet and webpages. It controls how the network operates but the code itself is not owned by anyone. This technology is game changing because it is essentially a giant ledger of information that cannot be altered. It can be used to track orders, payments, accounts, production, assets and other things. As a result, something of value can now be sent electronically without a third party institution. Currently, when we make a purchase or move money or assets from one person to another, we use a financial institution. Blockchain potentially removes the need for the financial institution.

info@marathon-mission.com

Portfolio Management Services