Mac Investment Management

Overview

Mac Investment Management is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. It also lists accounting among its business activities, indicating integrated tax or recordkeeping capabilities alongside advisory work. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm is not positioned as an ESG-focused manager, does not act as a capital allocator, and does not advertise pension consulting or related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives