The Marberry Fund
In the real world of finance, fund diversification can make or break an investment portfolio. The Charles E. Marberry Asset Allocation Fund helps students learn the value of compound returns, ethical investments, and successful wealth management strategies.
Board members
Jonathan Abdo
Wealth Manager
Creative Planning
North Liberty, IA
Joseph Jay
Investment Advisor/Managing Partner
Midwestern Financial Group
Iowa City, IA
Susan Ahlers Leman
Senior Trust Officer
GreenState Credit Union
Iowa City, IA
Claudia Marban
President
Claudia Marban & Associates
Frankfort, IL
Brian Early
Advisor
William Blair
Chicago, IL
Andrew Oswalt
Senior Tax Analyst
TaxAct
Cedar Rapids, IA