Marathon Wealth Partners, Inc. uses a core/satellite approach to investment management. Once the core portfolio is established we tactically add exposure to sectors that appear attractive. The amount of “product” in the financial universe can be overwhelming. We tend to keep things simple using index as well as sector specific exchange traded funds (ETFs) along with individual securities.
We have a wealth of experience managing concentrated equity positions.
We’re well versed in the use of options to generate cash flow and/or hedge risk.
We favor bond ladders created and managed by us over fixed income mutual funds or fixed income ETFs.
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