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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.

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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.

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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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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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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

Determine whether you should consider refinancing your mortgage.

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

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