Marco Investment Management LLC

Overview

Marco Investment Management LLC is an independent registered investment adviser formed as an LLC in 1998 and owned by an individual principal. The firm manages client portfolios on a percentage-of-AUM fee basis and serves primarily individual and family clients, with additional work for small businesses and other institutions. Its stated advisory services include financial planning and portfolio management for individuals, small businesses, and businesses or institutions. The firm does not identify as an active ESG investor, is not structured as a capital allocator, and does not market itself as a multi-state or pension consultant adviser. The firm’s asset orientation favors publicly traded equities and exchange-traded products, though its activities also include allocations outside the 13F universe (see Investments & Alternatives). Services are delivered through discretionary management for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives