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Hendrik Dijs

Advisor at Marathon Investments, LLC

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Firm

Marathon Investments, LLC

Location

New Canaan, CT

Credentials

Series 63, Series 65

Industry experience

15 years

About

Hendrik Dijs is the sole advisor at Marathon Investments, LLC, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Marathon Investments since its founding in 2011. The firm is an independent, state-registered advisory serving individuals, corporations, and other entities with portfolio management and investment consulting. Marathon Investments manages approximately $10 million across about two dozen clients, offering customized portfolios based on fundamental security analysis and managing assets on a discretionary basis.

Client services

Based on Marathon Investments, LLC

Portfolio management

Expertise

Based on Marathon Investments, LLC

Active portfolio management Options & derivatives strategies Passive / index investing

Fee options

Fixed

Consulting services fees typically range from $2,500 to $25,000

Percentage

Up to 1.25% annually

Other

Fee-only: Investment management fees only; no commissions or other compensation accepted

Location

New Canaan, CT

Most active in

Connecticut

Work history

Marathon Investments, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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