Marietta Investment Partners

I attended another fabulous Teens Grow Greens Perennial this weekend. Charlie Uihlein and the Team and the Teens are so impressive. What an incredible organization they have built in ten years! I’m honored to have helped where I could over the years and Marietta Investment Partners is a proud sponsor. I love how often TGG hires its interns on as staff, creating opportunities to pass knowledge along peer-to-peer. From an initial class of 14 to over 150 this year… amazing stuff! I always tell people that you know when you’ve met a TGG intern. They shake your hand, look you in the eye, and ask great questions. If you ever see a resume with TGG on it - bring them in for an interview. You won’t regret it.

Join Charles Evans next Wednesday (10/30) for a Zoom Fireside Chat and Q&A focused on cybersecurity. Register today to discover how you can safeguard yourself and your loved ones against cybercrime!

Global economic growth will likely pick up in 2025 as more central banks follow the US, China, and Europe in switching from anti-inflation to growth policies.

Big Move Ahead! After 25 years at 100 E. Wisconsin Ave, we are very excited about Marietta Investment Partners new office home at 833 East Michigan. I've cherished working at 100 East, from late night study sessions during business school to the daily gorgeous views from the 26th floor. I wish the ownership group success with their plans and look forward to continuing to see the old building on Milwaukee's skyline. But it's time for something new! We're looking forward to our custom space, fully functional elevators, better parking, and a bustling new building. I am eager for the fresh perspective from our new location. Read more about the move here: https://lnkd.in/ekVSMxM8

This post has no photo... ...because I was too busy having fun to think of social media! This past weekend, Marietta Investment Partners hosted the first ever "Grill & Chill - A Late Summer Social." For a few glorious hours on a crisp September afternoon, clients, friends, and family members gathered in Lake Park to celebrate the final days of summer. The informal atmosphere and natural surroundings combined to make an ideal occasion for conversation and connection. Special thanks to Sendik's Food Market for catering and to Hope House of Milwaukee for putting our leftovers to good use! Can't wait to do it again next year!

Let us guide you through the intricacies of investor psychology with Marietta's newest installment of Mind Over Money with Jon Smucker. Gain a fresh perspective on a timeless approach and make informed investment decisions. Watch now on YouTube! https://lnkd.in/gYETnQJK #MindOverMoney #InvestorPsychology #MariettaInvestmentPartners

It’s our 5 year anniversary of owning a business! My five partners and I bought Marietta Investment Partners in August, 2019 and almost immediately faced navigating the pandemic. After that and 2 bear markets, our AUM is at record highs today. Credit goes to the group of partners I have that continue to stay open minded, aware of industry trends, focused on the future while executing at top levels in the present, and staying congenial and caring for each other and our clients. I'm so proud of what we have accomplished together. 2025 will be an exciting year with a new office we will call home (still in downtown Milwaukee), new content being created to help investors stay informed, and the same stellar service to our clients and the professionals we work with. Cheers, Mary Allmon, CFP?, Charles Evans, Amanda Grams, Robert Draper, Lori Brook!

Turn to our YouTube channel for the latest episode of Mind Over Money with Jon Smucker. Gain a fresh perspective on a timeless approach, shedding light on key aspects of investor psychology. https://lnkd.in/gYETnQJK #MindOverMoney #InvestorPsychology #MariettaInvestmentPartners

???? We are excited to share that Marietta Investment Partners' ESG International Equity strategy headed by Mary Allmon, CFP? has been recognized on the PSN Top Guns List for Q2 2024! This recognition is the strategy's second award of the year, it was also on the Bull/Bear list for Q1 2024. Check out the full report and methodology here: https://lnkd.in/guFWJeyN ? Interested in learning more about the ESG initiatives at Marietta Investment Partners? Send us a message or call us at 414.289.9080. #PSNTopGuns #ESGEquityStrategy #AssetManagement #Equities #ESG Awarded August 20, 2024 for the time period of 04/01/2024 - 06/30/2024. All calculations were done by PSN. PSN is not a client and no compensation was paid or received in exchange for the ranking.

I had a fantastic time presenting at the Great Plains Wealth Forum put on by Markets Group this week. It was an honor to share the stage with Jacqueline Griffith Crowley, Jim Ulland, and Justin Larson, CFA - bright and experienced folks! Larry Fitzgerald Jr. delivered an incredibly engaging keynote. He’s got a great story to tell and is pursuing a post-football career that might rival his playing career. Special thanks to Michael Huffer, who you can see running out of the way on the Larry Fitzgerald photo, who made participating feel easy and kept everything running on time. It was interesting to be in a room full of such a wide array of investors. As the Nasdaq fell precipitously Wednesday, some rejoiced while others lamented. I’m sure the opposite occurred the following two days.