Marathon Capital Management is an independent Registered Investment Advisor (RIA) based in Rancho Cucamonga, CA, serving affluent investors throughout the western US. Founded in 2004, the firm offers customized investment management services to individuals, families, businesses, IRAs, trusts, and 401Ks. With a focus on cost-consciousness and tactical management, Marathon aims to position clients for greater success at a lower level of risk, while keeping fees extremely low. Marathon's team, led by founder and Chief Investment Officer Kim Magana, utilizes a forward-looking approach to investment management, using data-driven indicators to predict major market moves and take advantage of market dislocations. The firm's investment thesis emphasizes portfolio diversity and the use of Exchange Traded Funds (ETFs), low-cost mutual funds, and individual securities. As a fiduciary, Marathon acts primarily for the benefit of its clients, charging fees for investment advice and financial planning without receiving commissions on securities sold.Generated from the website

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