Marietta Investment Partners

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Marietta Investment Partners Marietta is an independent Registered Investment Advisor (RIA) providing investment management soluti

Marietta is an independent Registered Investment Advisor (RIA) providing wealth and portfolio management solutions to individual, family, and institutional clients. Marietta was founded in 2000 in Milwaukee, Wisconsin and is 100% employee-owned.

Annex Wealth Management Acquires Marietta Investment Partners“Marietta is thrilled to announce this partnership with Ann...
10/14/2026

Annex Wealth Management Acquires Marietta Investment Partners

“Marietta is thrilled to announce this partnership with Annex. By combining our firms, our clients will continue to receive the investment advice they value from the team they trust, while gaining access to a comprehensive wealth management platform. Together, we will be better positioned to meet our clients’ needs in an increasingly complex financial world while staying true to the shared values that have guided our firms through the last quarter century.”

Charles ("Charlie") Evans
Partner & Managing Director

We are excited to share some very important news about the future of Marietta. On October 1, Marietta agreed to be acquired by the Milwaukee area-based, fee-only firm Annex Wealth Management . The deal is expected to close in the first week of November. We believe partnering with Annex w

Kevin Warsh was sworn in as the seventeenth Chair of the Federal Reserve on May 22, taking control of the institution wh...
06/06/2026

Kevin Warsh was sworn in as the seventeenth Chair of the Federal Reserve on May 22, taking control of the institution whose decisions shape interest rates, inflation, employment, and the dollar more than any other force in the global economy. Transitions at the helm are rare and bring uncertainty, which is why we’re devoting a great deal of attention to understanding the circumstance thoroughly.

Read the full text on our blog:

The Handoff Kevin Warsh was sworn in as the seventeenth Chair of the Federal Reserve on May 22, taking control of the institution whose decisions shape interest rates, inflation, employment, and the dollar more than any other force in the global economy. Transitions at the helm are rare and bring

In Barron's latest Big Money Poll, Jonathan Smucker sees a supportive backdrop for markets, driven by solid earnings gro...
05/05/2026

In Barron's latest Big Money Poll, Jonathan Smucker sees a supportive backdrop for markets, driven by solid earnings growth, resilient consumers, and pro‑growth tax policy.

https://www.mariettallc.com/blog/smucker-emphasizes-earnings-in-barrons-big-money-poll

Disclosure: Linked content may reflect Marietta’s opinions and those of non‑affiliated third parties as of the date of this posting. Such opinions are subject to change without notice and should not be considered personal investment advice.

Barron’s latest Big Money Poll highlights a market where optimism is returning, albeit cautiously. Professional investors see opportunity ahead in spite of concerns about the Iran war and energy prices. Jonathan Smucker, Partner & Portfolio Manager, was interviewed for the poll. H

In her Q2 edition of Clear Perspectives, Mary Allmon assesses how the US and Israel's war with Iran and the closure of t...
04/10/2026

In her Q2 edition of Clear Perspectives, Mary Allmon assesses how the US and Israel's war with Iran and the closure of the Strait of Hormuz have sent shockwaves through global commodities markets. How severe will the damage be to economies around the world? And, if the ceasefire holds and attention returns to fundamentals, how can investors navigate the changed landscape?

In her Q2 edition of Clear Perspectives, Mary Allmon assesses how the US and Israel's war with Iran and the closure of the Strait of Hormuz have sent shockwa...

In our Q2 Outlook, we examine how the conflict with Iran has disrupted commodities markets and reduced expectations for ...
04/10/2026

In our Q2 Outlook, we examine how the conflict with Iran has disrupted commodities markets and reduced expectations for global growth, why the U.S. economy has remained resilient in spite of a cooling labor market, and how investors should interpret accelerating inflation.

Read the full text on our blog.

Global Economy: A Fundamental Bottleneck The Marietta Investment Team’s constructive outlook entering 2026 centered on resilient consumer spending, robust capital investment, strong corporate earnings, and accommodative monetary and fiscal policy across the world's major economies. In the first qu

Marietta is proud to support the Milwaukee Art Museum in bringing "Gertrude Abercrombie: The Whole World Is a Mystery" t...
04/06/2026

Marietta is proud to support the Milwaukee Art Museum in bringing "Gertrude Abercrombie: The Whole World Is a Mystery" to our community this spring.

We’re also especially proud of our colleague, Mary Allmon, CFP®, for her leadership as President of the Milwaukee Art Museum Contemporary Art Society, her support in bringing this exhibition to Milwaukee, and her ongoing dedication to our city's vibrant arts scene.

Be sure to check out the exhibition on view March 27-July 19!

Marietta is proud to support the Milwaukee Art Museum in bringing Gertrude Abercrombie: The Whole World Is a Mystery to our community this spring. Abercrombie’s legacy is rooted in the Midwest, where she cultivated a creative community that bridged art, music, and conversation. Her story is a po

Marietta’s Amanda Grams recently participated in a panel discussion at the University of Wisconsin Milwaukee Lubar Schoo...
02/26/2026

Marietta’s Amanda Grams recently participated in a panel discussion at the University of Wisconsin Milwaukee Lubar School of Business. Moderated by Dr. Kevin Spellman, the panel offered practical advice to students exploring careers in finance.

At Marietta, we believe investing in people and community matters as much as investing in portfolios. We’re proud of Amanda for championing all three.

On Wednesday, February 11, Marietta’s Amanda Grams sat on a panel for the Business Administration 100 (Introduction to Business) undergraduate class at the University of Wisconsin–Milwaukee’s Lubar School of Business. The panel, organized by Dr. Kevin Spellman (known to students as “Coach”...

The US dollar has weakened meaningfully over the past year, hitting a four-year low in January. This has fueled a wave o...
02/23/2026

The US dollar has weakened meaningfully over the past year, hitting a four-year low in January. This has fueled a wave of ominous narratives about "dollar debasement, the "sell America trade," and an "end of dollar dominance." To help readers cut through the noise and ground the topic in fundamental analysis, we're dedicating this quarter’s Deep Dive to the US Dollar: what we know, what we don’t know, and what it means for investors.

The US dollar has weakened meaningfully over the past year, hitting a four-year low in January. This has fueled a wave of ominous narratives: “ Sell America Is the New Trade on Wall Street ,” “ Dollar Fears Are Flaring as Trump Rekindles Debasement Trade ,” “ The Age of a Treacherous Fal

Jonathan Smucker, Partner & Portfolio Manager, was recently interviewed on the Money Life with Chuck Jaffe podcast. The ...
02/06/2026

Jonathan Smucker, Partner & Portfolio Manager, was recently interviewed on the Money Life with Chuck Jaffe podcast. The podcast is hosted by veteran financial journalist Chuck Jaffe who speaks with big thinkers, power brokers, and market movers about what's happening in the market and economy, with an eye toward where, how, and why to invest. Jonathan discusses Marietta’s Outlook, approach to investing, and provides examples of putting the process to work. Fast forward to the 33:33 mark for Jonathan's segment.

Chun Wang, senior analyst and portfolio manager at the , says that the economy should perform well in 2026, with the mid-term election feeling more like a presidential election because fiscal and monetary policy should be aligned to prove something to voters, rather than the typical mid-term doldrum...

Tune in to the latest edition of Clear Perspectives with Mary Allmon, CFP® to get Marietta's take on the primary factors...
01/14/2026

Tune in to the latest edition of Clear Perspectives with Mary Allmon, CFP® to get Marietta's take on the primary factors driving markets heading into 2026.

Partner and Portfolio Manager, Mary Allmon, discusses highlights from Marietta's most recent Economic and Financial Market Outlook.This material presented is...

Address

833 East Michigan Street, Suite 980
Milwaukee, WI
53202

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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