Firm Overview

Marathon Capital Management (MCM) is a Registered Investment Advisor - RIA committed to provide great service, low cost securities and researched objective advice. MCM offers customized investment solutions tailored to clients’ personal objective and is a fee based firm only. With no other parties to answer to and therefore no conflicting loyalties, we make every decision with only your needs in mind. We charge fees for investment advice and financial planning and receive no commissions on securities sold. Because we receive no commissions our investment selections are low cost solutions. As an investment advisor we are a fiduciary and have a duty to act primarily for the benefit of our clients. We are registered by the state of California under The Investment Advisors Act of 1940, since 2004.  Marathon Capital Management can help streamline your investment process and allow your investment experience be enjoyable throughout your lifetime.

Most of our clients are individuals, but we will also work with pension plans, businesses, charities and trusts. Our clients have worked hard to build their assets and strive for wealth preservation along with capital growth over time. They select Marathon Capital Management as their asset manager for prudent investment portfolio selection and appreciation over the long haul. MCM investors are not interested in getting rich quick in the face of high risk. They continue to be net savers and invest for the long term.

Background 

The owner of Marathon Capital Management Capital and Chief Investment Officer (CIO) is Kim L. Magana. He graduated from Cal Poly University Pomona, CA in 1979 with a degree in architecture. This has paved the way over 30 years in Stock, Bonds, Real Estate investing and wealth creation. Since 1979 when he funded his first IRA account has developed a saving and investing program that is a model for investor portfolio management. He typically buys or sells investments and positions in his personal accounts he recommends to his clients.

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Does your current financial advisor have the same net worth and investment recommendations as you, the client? 

Most financial advisors/planners manage your life savings and have a lot less personal wealth than their clients. They typically don’t even own the same investments especially in dollar amount. In other words many do not follow the advice they give to their clients.

"Wall street is the only place people ride to in a Rolls Royce to get advice from those who travel by subway" - Warren Buffet

Solution: ask questions and have your advisor fill out the same investor and asset questionnaire they give you, and then you decide. See if they own the same high cost annuity or loaded mutual funds they propose to you.

All investments are subject to risk, may lose value and have no bank guarantee.