Putting the client first. At Marion Investment Advisors, we believe in educating the investor so they understands how their portfolio is structured and diversified, and how the pieces work together to achieve and established objective.
A client-centric process helps identify key investment factors. With these factors, together, we build a portfolio for the specific needs of the investor.
When there is a need to make adjustments we contact you to discuss the choices available. Sometimes we meet at your kitchen table, sometimes by phone, or maybe you stop by our office.
Items to consider when building a portfolio include, but are not limited to:
It only takes a phone call or email to get started. It's your money and you should know where it is invested and why.