Makarios Investments Inc

Makarios Investments provides discretionary investment management and financial planning to individuals, families, trusts, estates, and small businesses, and generally manages client accounts on an ongoing basis. The firm is a solo advisor operation that reports managing approximately $1.2 million in regulatory assets under management and uses Charles Schwab Institutional as custodian.

The firm combines fundamental and technical analysis with a focus on long‑term asset allocation, cash‑flow needs, and tax efficiency, building diversified portfolios of equities, ETFs, fixed income, and occasional alternative investments. Makarios offers a range of strategies, including strategic and tactical asset allocation, dividend‑oriented income portfolios, and total‑return growth models, and it may negotiate performance‑based fees for clients who meet the qualified‑client threshold, with performance measured net of trading costs and subject to a high‑water mark.

What distinguishes the firm from many peers is the principal’s concurrent involvement in related financial services: the firm’s lead holds credentials as an Enrolled Agent, operates a tax preparation and consulting business, and also participates in residential and commercial real‑estate brokerage and property ownership/management; prior licenses in insurance and mortgage brokerage are noted. These overlapping tax and real‑estate activities are disclosed and managed to mitigate conflicts, and the combination of those services with the option for performance‑based fee arrangements is atypical among independent, single‑advisor firms.