Getting Started

Putting the client first. At Marion Investment Advisors, we educate the investor so they understand how their portfolio is structured, and how the pieces work together to achieve an established objective.

A client-centric process helps identify key investment factors. With these factors, we build a portfolio for the specific needs of the investor.

Items to consider when building a portfolio include, but are not limited to:

  1. Tolerance for market fluctuation
  2. Investment knowledge
  3. Goal of the portfolio
  4. Retirement needs
  5. Time frame
  6. External risks
  7. Estate or legacy concerns