Marietta Investment Partners offers customized investment programs for individuals, trusts, and institutions, focusing on high-quality securities and tax efficiency. They also offer non-customized equity investment programs. Marietta makes investment decisions on a discretionary basis, buying and selling securities without prior client consultation, subject to client guidelines. They utilize a proprietary research process to analyze environmental, social, and corporate governance factors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
This is the Standard Fee Schedule for customized portfolios. The Program Fee Schedule for Marietta Equity Programs is: 0.80% on the first $5 million, 0.75% on $5 million to $10 million, 0.70% on $10 million to $25 million, 0.65% on $25 million to $50 million, and 0.60% on amounts over $50 million. Fees are generally not negotiable.