Marco Investment Management

Our Portfolio Managers have decades of professional experience in firms that managed billions in client assets.

The Portfolio Management support team includes over 100 years in combined professional experience.

The multi-asset class portfolio designed for your risk tolerance may hold securities not included in many other asset management services.

Your assets are held in your name by a nationally known custodian, with online account access, monthly statements and appropriate account insurances.

Proactive contact from your Advisor to stay in touch with you and address your concerns.

Easy-to-understand, fully transparent client fees are disclosed up front and charged on a quarterly basis.

Your portfolio is actively monitored and managed by a professional who is dedicated to this responsibility, rather than serving in numerous roles.

Your team of support professionals concentrates on portfolio management, research, client service, quarterly reports, sales and technology. Together, they form a cohesive group that works together for your success.

The continuity of your relationships will intentionally be multi-year and not through a 1-800 call-in contact.

Your portfolio of individual securities allows for tax efficiency.

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