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
Brian Early
Advisor
William Blair
Chicago, IL
Joseph Jay
Investment Advisor/Managing Partner
Midwestern Financial Group
Iowa City, IA
Kim L. Larson
Senior Vice President & Wealth Management Director
Heartland Bank and Trust Company
Normal, IL
Claudia Marban
President
Claudia Marban & Associates
Frankfort, IL
Craig Vander Leest, CFP®
Associate Branch Manager & Managing Director
The Vander Leest & Wenzel Group
Cedar Rapids, IA