Investment Management
“Marion Consulting, LLC has established relationships with a unique network of top performing professionals from every relevant professional discipline. We collaborate with the “best of the best”. The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.”
Investment Management
Our wealth management strategic partners are highly specialized professionals in the areas of investing, estate and trust planning, and tax planning. In developing your wealth strategy, we place strong value on your personal satisfaction with a portfolio design that meets your unique needs and accomplishes your cashflow, liquidity and long-term growth and family objectives.
Our planning process begins by working closely with our clients to identify their long-term goals and risk tolerance. We then seek to develop a long-term asset allocation and work with each client to implement an appropriate strategy to help them meet their objectives. Additionally, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments in response to economic changes, market trends or client needs. We are committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities.
Please remember to contact Marion Consulting, LLC if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
Important Note to Clients and Allied Investment Advisors
It is important to note that we have established excellent relationships with a number of Independent Financial Advisory Firms and Wealth Management Firms that have different capabilities and services, and professional advisor profiles that match the unique needs of our clients and allied professional advisors.