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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

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.

Covers benefits of personal umbrella insurance for large liability claims.

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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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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Estimate the future value of your current savings.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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