Marco Investment Management LLC

Overview

Marco Investment Management LLC is an independent, owner-operated RIA formed in 1998 and organized as an LLC. The firm serves individual and family clients, charging fees as a percentage of assets under management and offering financial planning plus portfolio management services for individuals, small businesses, and other businesses or institutions. Marco is not designated as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor or a multi-state adviser. The firm’s operating model emphasizes equity-centric portfolios delivered on a discretionary basis. While Marco remains privately controlled rather than part of a larger advisory network, it does supplement public market exposure with allocations to third-party alternative offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives