Marathon Capitol Management

Welcome to Marathon Capital Management, your trusted partner for investment management services since 1998. We are an employee-owned firm, not affiliated with any other financial organization, providing personalized investment solutions to individual investors and small institutions. Our core investment philosophy, "Growth at a Reasonable Price, " focuses on company fundamentals, long-term market views, and in-depth research. We believe that these principles contribute significantly to investment success. Our primary responsibility is to provide highly individualized client services, investing the majority of our time in research, portfolio management, and working closely with clients to develop and implement investment strategies.

Our Philosophy - Growth at a Reasonable Price

At Marathon Capital Management, we follow a disciplined "Growth at a Reasonable Price" investment philosophy. We concentrate on company fundamentals such as earnings growth, cash flow, return on equity, and management quality, while avoiding market timing and speculation. We are committed to offering our clients a unique investment experience based on fundamental analysis, aiming to deliver long-term, risk-adjusted returns.

Meet the Team

*Angus M. Burton - President*

Angus joined our firm in January 2006 as Senior Vice President and Partner, after spending over thirty years in the financial services industry. He has extensive financial service experience and has been instrumental in shaping Marathon's investment philosophy, serving as a member on the investment consulting advisory boards of several renowned brokerage firms. Angus loves assisting charitable organizations and enjoying time with his family.

*Cliff Athey - Portfolio Manager & Partner*

Cliff joined our team in late 2015 as Senior Analyst and Portfolio Manager, bringing with him ten years of experience managing a diverse range of institutional money management accounts. He is responsible for portfolio management, equity analysis, and client relationships. Cliff attended Georgetown for his M.B.A. and enjoys spending time with his family and golfing in his free time.

*Bill Hatter - Portfolio Manager*

A seasoned financial professional, Bill joined Marathon Capital Management in October 2019 as a Portfolio Manager with over forty years of experience in the industry. Bill enjoys traveling around the world and discovering new cultures.

*Ted Hart - Senior Analyst & Portfolio Manager*

Ted joined our firm in November 2021 as a Senior Analyst and Portfolio Manager. He has hands-on experience managing ETF strategies, overseeing investment committees, and covering various economic sectors. An active member of the Canton neighborhood community, Ted dedicates his spare time to traveling, playing squash, and volunteering for local organizations.

Services we Offer

At Marathon Capital Management, our services cater to fulfilling the investment needs of individual investors and small institutions. Our experienced investment team provides:

1. Personalized Portfolio Management tailored to each client's goals, risk tolerance, and investment horizon.

2. Comprehensive Research Services based on meticulous fundamental analysis, striving for deep understanding of investment opportunities and risk factors.

3. Proactive Communication and Transparency, keeping clients well-informed and involved in the decision-making process.

4. Custom Financial Planning Solutions to help clients achieve long-term financial well-being and accumulate wealth.

5. A Disciplined, Time-Tested Investment Approach based on our core philosophy, "Growth at a Reasonable Price."

Why Choose Marathon Capital Management?

1. Independent and Employee-Owned: We offer investment solutions free from conflicts of interest, dedicated solely to client success.

2. Skilled and Experienced Investment Team: Marathon employs a team of dedicated investment professionals with a diverse range of knowledge, discipline, and expertise.

3. Personalized Service: Our firm focuses on creating tailored investment strategies based on each client's unique needs, goals, and risk tolerance.

4. Strong Performance History: We have a proven historical performance record of success.

5. Focus on Fundamental Research: Rigorous, in-depth research drives our decisions to uncover promising investment opportunities and mitigate risk.

We believe that Marathon Capital Management provides a unique and valuable investment experience for our clients as we pride ourselves on staying off the beaten path of Wall Street and focusing on long-term fundamental investing.