Marathon Strategic Advisors, LLC

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Marathon Strategic Advisors, LLC Fee-Only Investment Advisors Your Interests Always Come First We are Investment Advisors that act as fiduciaries for our clients. We do not accept any form of compensation from banks, brokers, insurance companies, or any other financial institution. Thus, we have no incentive to sell you products or purchase investments for your account that are not in your best interest. Fee-Only Investment Management We serve clients with the highest standards of ethics, integrity, and professionalism. Also, we promise to always give unbiased advice and service that is in your best interest. Direct Access to Your Portfolio Manager Each client has easy access to their portfolio manager. Clients are not forced to talk with a less-qualified salesperson. Custom-Tailored Investment Portfolios Each portfolio is customized to achieve specific investment objectives that are established via personal consultation with a portfolio manager. High Quality Investment Manager Compare our superior background and experience to any financial advisor or mutual fund manager. Our qualifications are at the top of our industry. Minimize Portfolio Expenses Generally, fee-only investment managers are less expensive than mutual funds, “fee-based,” and “commissioned” managers because they do not sell products. Fee-only managers are also less expensive because they can cut middleman expenses out of your investment solution. Independently Owned and Controlled Investment Firm No corporate

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