A complete list of active advisors currently associated with Mack Investment Securities, Inc.

Warmer can help you find a great advisor at Mack Investment Securities, Inc. or one who fits your needs even better.

Mack Investment Securities serves individual investors (including high‑net‑worth clients), retirement and pension plans, and other institutional and custodial accounts, offering portfolio management, model strategy management through its Money Managers Plus (MMP) program, financial planning, pension consulting, and market timing services. The firm provides both discretionary and non‑discretionary advisory services and also makes referrals to independent advisers as part of its service menu. The firm’s investment process centers on a manager‑of‑managers approach under MMP, allocating client assets among internal and third‑party subadvisors and model portfolios while also managing individual accounts directly. Several in‑house and subadvisor strategies explicitly use tactical and timing techniques — including technical indicators, seasonality analysis, hedging, and the selective use of leveraged and inverse ETFs — and the brochure notes that holdings and turnover can vary on an account‑by‑account basis. Notable distinctions include the firm’s dual role as an SEC‑registered investment adviser and a FINRA member broker‑dealer, plus an affiliated insurance brokerage, which allows associated persons to implement recommendations in separate broker and insurance capacities and receive commissions or 12b‑1 compensation when clients elect that route. The firm also publishes a client newsletter and discloses affiliated subadvisors within its MMP program and explicit market‑timing services — features that create operational overlaps and potential conflicts of interest described in the brochure.

To learn more about the advisors currently working at Mack Investment Securities, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.