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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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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.

The world of higher education is constantly evolving. Here are some key updates for 2026.

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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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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

This calculator can help you determine whether you should consider converting to a Roth IRA.

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