Six Key Factors for Client Success

Your portfolio is created for your needs.

Each investor has individual needs. Some individuals just want growth. Others need an income stream. Each has their own time horizon, individual priorities and exposure or avoidance of specific industries. Our goal is to meet your objectives with a portfolio designed to meet those needs.

Your fees will be simple, fully disclosed and charged in arrears.

The Marco Investment Management fee structure is based on the size of your account(s). The larger the account(s), the smaller the fee percentage. We do not earn commissions and have no reason to “churn” your account(s). We avoid compounding fees by not using mutual funds and annuities to achieve your goals. Our fees are charged after we have worked for you.

You will have direct access to your Portfolio Manager.

Direct communication is a hallmark of our service. The ability to have regular and direct communication with your Portfolio Manager is important for your peace of mind. We want you to remain informed about our efforts on your behalf. We will proactively reach out to you with information as well as welcome your communication.   

You have a stable investment management team.

Many investors have interacted with brokers and planners. Fewer have had the opportunity to interact with a CFA (Chartered Financial Analyst) as a Portfolio Manager and had a team of CFAs to engage on their portfolio. You will have a team of CFAs who have worked together for over 20 years and have a combined professional experience of over 100 years.

You will have a disciplined investment strategy.

Your portfolio will be managed with a broad approach to analyze the current market environment and identify the sectors and factors to focus upon. A universe of about 8,000 stocks will be filtered and analyzed to find about 30 to 40 that meet our criteria. We can include fixed income and other strategies to meet your needs.

Your portfolio can adapt to change.

Many investment firms and mutual funds specialize in one investment strategy. Marco Investment Management understands that the world changes and that investments that are successful today may not always enjoy that success. We are committed to adapting our portfolio management according to the needs of our clients in light of real market trends and circumstances.

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