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Item 1 Cover Affirm Brochure (Part 2A of Form ADV) March 27, 2020MARIETTA INVESTMENT PARTNERS, LLC 100 East Wisconsin Avenue, Suite 2650 Milwaukee, Wisconsin 53202 (414) 2899080 www.mariettallc.comThis

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How to fill out marietta form adv part

01

To fill out Marietta Form ADV Part, follow these steps:

02

Begin by providing your firm's name, address, and contact information.

03

Specify whether your firm is a state-registered or SEC-registered investment advisor.

04

Enter your firm's SEC or state registration number and the date of your initial registration.

05

Provide details about your firm's ownership structure, including the names and ownership percentages of all partners, officers, and directors.

06

Disclose any disciplinary history or legal proceedings involving your firm or its employees.

07

Outline the types of advisory services your firm offers, the methods of analysis you use, and any investment strategies you employ.

08

Describe any material conflicts of interest that exist or may arise in the course of providing advisory services.

09

Provide information about your firm's fees and compensation structure, including any fee schedules and performance-based fees.

10

Discuss your firm's policies and procedures for safeguarding client assets and preventing misuse of client information.

11

Finally, sign and date the form, and submit it according to the instructions provided.

Who needs marietta form adv part?

01

Marietta Form ADV Part is required for investment advisors who are registered with the Securities and Exchange Commission (SEC) or state securities authorities, as well as those who are exempt from registration but still considered investment advisors under the Investment Advisers Act of 1940.

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What is marietta form adv part?

Marietta Form ADV Part is a document that investment advisors registered with the SEC are required to file.

Who is required to file marietta form adv part?

Investment advisors registered with the SEC are required to file Marietta Form ADV Part.

How to fill out marietta form adv part?

Marietta Form ADV Part should be filled out accurately and completely with all required information regarding the advisor's business and operations.

What is the purpose of marietta form adv part?

The purpose of Marietta Form ADV Part is to provide important information to clients and regulatory authorities about the advisor's business practices and investment strategies.

What information must be reported on marietta form adv part?

Marietta Form ADV Part must include information about the advisor's ownership, fees, services, disciplinary history, and conflicts of interest.

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