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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.

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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Describes how Roth accounts can generate tax-free retirement income.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

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

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

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