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Account Set-Up will be the first step in preparing your account to be managed by Marco Investment Management. This process will safeguard your account by placing it at a third-party custodian that will hold your assets in your name. This process will require you to fill out the documents that we provide and return them to us in the envelope provided.

The Portfolio Manager will make the decisions on how to focus your account(s) to achieve the goals that you have defined for us. He is supported by numerous professionals who assist in the research and investment selection that contribute to your strategic portfolio decisions. These details will be discussed with you as the factors that drive your portfolio construction are identified and addressed.

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