Marathon Strategic Advisors, LLC
Marathon Strategic Advisors, LLC is an SEC-registered investment adviser headquartered in Pittsburgh, Pennsylvania. Founded in 1999, the firm provides portfolio management services and financial advisory solutions, tailoring investment policies uniquely for each client based on their objectives, risk tolerance, and liquidity needs. Marathon is a boutique asset manager led by Nicholas E. Terezis, President and Chief Compliance Officer, serving individual and institutional investors with customized discretionary investment management. The firm employs a small, focused team specialized in client-driven asset allocation and planning.
Investment Strategy
Marathon Strategic Advisors employs a client-centric, discretionary investment approach, developing personalized investment policies through detailed discussions to assess client goals, risk tolerance, and time horizons. The firm manages diversified portfolios that may include exchange-listed and over-the-counter securities, foreign issuers, corporate and municipal bonds, mutual funds, and government securities. Asset allocation is adjusted based on each client's evolving needs and market conditions, with continuous supervision and tailored rebalancing. Clients may set restrictions on industries or securities, and all services are directed towards achieving capital appreciation, growth, income, or a blend, as appropriate.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPMD | SPDR SERIES TRUST | 10.21% | $12.8M | 222,953 | $51.64 | $57.19 | +$2.2M |
S SPLG | SPDR SERIES TRUST | 9.82% | $12.3M | 156,659 | $56.91 | $78.34 | +$1.1M |
S SPEM | SPDR INDEX SHS FDS | 9.14% | $11.4M | 243,902 | $36.40 | $46.81 | +$1.1M |
I IVV | ISHARES TR | 8.68% | $10.8M | 16,205 | $550.80 | $669.30 | +$983.1K |
S SPDW | SPDR INDEX SHS FDS | 8.50% | $10.6M | 248,122 | $34.72 | $42.79 | +$259.7K |