MACCO FINANCIAL GROUP, INC.

Overview

Macco Financial Group, Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional accounts. The firm operates as a capital allocator: it constructs client portfolios, manages discretionary mandates, and selects third-party advisers and managers when specialized strategies are required. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Investment activity centers on public mutual funds as the primary building block for client portfolios, supplemented by targeted allocations to alternative strategies. The firm is not positioned as an ESG-driven investor. Fee arrangements mix asset-based fees with occasional fixed-fee engagements, reflecting a blend of ongoing discretionary relationships and project-based planning work.

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Location & Offices