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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.

Two colleagues reviewing financial data on computer

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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.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explains importance of rare-earth minerals and their role in technology and security.

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Provides tips for managing rising food prices through smart shopping.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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

Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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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