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Marco Investment Management

Marco Investment Management seeks to offer the high-net-worth and institutional client peace-of-mind investing through discretionary portfolio management of individual securities. We strive to clearly understand the individual investment objectives of each of our clients so as to properly determine the right investment strategy with a goal of consistently maximizing after-tax returns. We specialize in the financial needs of entrepreneurs with newly created wealth, as well as other high-net-worth and institutional clients. Our firm aims to foster creative thought and build strong, long-term relationships with our clients. We pride ourselves on our commitment to delivering the utmost in customer service to our clients throughout the United States.

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Please feel free to contact us with any questions.

Calculators

You can review interesting calculators on our site.

Videos

We have interesting videos for you to watch on our site.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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