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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.

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Explains expanded uses making 529 plans more flexible.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Shows how qualified longevity annuity contracts create lifetime income.

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Use this calculator to determine whether you qualify for the different types of IRAs.

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

This calculator can help you estimate your annual federal income tax liability.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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