Marathon Investment Programs is a Registered Investment Advisor dedicated to producing superior, risk-adjusted returns with low correlation to market indices, while protecting capital in all market conditions.
Marathon was founded in 1993 by Frederick D. “Fritz” Harnsberger, a Registered Investment Advisor with the state of California. Before establishing Marathon in Santa Barbara, Mr. Harnsberger spent 15 years with scientific firms holding executive positions in Engineering, Research & Development, and Senior Management. The firm’s name is derived from his long-running commitment to discipline and achievement, much like an athlete in a long distance marathon.
Marathon has been extremely successful at generating consistent returns while at the same time avoiding the large losses incurred by stock market declines. For example, during the 2008 bear market year, the High Yield Program broke even while the S&P 500 index declined -38.5%.
Marathon’s High Yield Program returned 26.0% during the 2000-2002 bear market years and has again produced large returns since the bottom in 2009.
Managed Account Services
Marathon specializes in separately managed accounts. Client assets are never pooled. Each client account is located at an independent third-party custodian who is responsible for asset safekeeping. Our custodians include TD AMERITRADE, RYDEX|SGI, and Nationwide. The minimum account size is $250,000. Marathon manages all types of accounts including: Individual, Trusts, Corporations, Partnerships, 401(k), SEP, ROTH, Rollover IRA, Profit Sharing Plans, Defined Benefit Plans, Foundations, and Institutional Accounts.
If you are interested in learning more about our independent financial advisor services, please give us a call or send an email. Consultations are always free and we are glad to answer any questions you might have. You may contact Fritz Harnsberger directly at 805-969-9646.