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Marotta Asset Management

Marotta Asset Management, Inc.
One Village Green Circle, Suite 100
Charlottesville, VA 22903-4619
(434) 244-0000 office (877) 244-1001 toll-free office (866) 225-4205 toll-free fax
Web site: http://www.eMarotta.com

Marotta Asset Management, Inc. specializes in asset management, answering their clients questions and working to insure the safe completion of their financial objectives.

Investment Philosophy

Marotta's goal is to do everything we can to help you reach your financial objectives, safely by:

  • Reducing your risk by diversify for safety while investing for growth
  • Increasing your return by avoiding commissioned based products and investing in no-load or low-load investments with no or low transaction costs and low expense ratios and low portfolio turnovers
  • Managing your accounts of which we receive daily downloads - by rebalancing them regularly and reviewing them with you as often as appropriate

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