Asset Strategy Consultants

Marathon Capital Management, established in 1998, is a registered investment advisory firm located in Hunt Valley, MD, dedicated to guiding individuals and families through their financial journeys with tailored investment strategies. The firm emphasizes a holistic approach to wealth management, ensuring that their investment solutions align with clients' broader financial goals, including growth, income, and security. As an employee-owned firm, Marathon Capital Management prides itself on its client-first philosophy, offering personalized financial planning, estate planning, and risk management services. Their experienced team specializes in creating customized investment programs that focus on long-term growth, capital preservation, and a commitment to maintaining strong client relationships. Generated from the website

Established in 1973, Corbyn Investment Management offers and manages accounts for individuals, institutions, businesses and non-profit organizations. It is the investment advisor for the Greenspring Fund, which is a no-load value-oriented fund that is offered only to the United States residents. Located in Lutherville, Md., the company offers a full spectrum of investment objectives ranging from very conservative fixed-income accounts to those focusing on capital appreciation. Corbyn Investment Management also manages taxable accounts for individuals or trusts and tax-advantaged portfolios, such as corporate retirement plans, individual retirement accounts (IRAs), IRA rollovers, foundations, endowments and the investment portion of tax-advantaged insurance products.

Summit Advisory Inc., located in Strasburg, PA, has been dedicated to helping middle-market business leaders execute critical transactions, including buying, selling, and raising capital, since 1989. Their proprietary Strategic Transaction Process guarantees quality and timeliness, ensuring client satisfaction and maintaining a success rate of over 90 percent. With a hands-on approach and an emphasis on detail, Summit Advisory provides personalized senior-level attention throughout every phase of engagement. The firm prides itself on offering industry expertise backed by a dedicated in-house team, delivering value that consistently exceeds the cost of their services. Generated from the website