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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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Contact Us

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.

Explores how investment strategy changes once retirement begins.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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