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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.

Closed-End Funds May Offer Higher Income

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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Consider Roth for Tax-Free Income

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

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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College Funding

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

Required Minimum Distributions

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

Impact of Inflation

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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