Makrod Investment Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$853,544,986
Clients
568
Advisors
4
of 4 employees
About
Makrod Investment Associates provides investment advisory services to individuals, high net worth clients, pension and profit-sharing plans, trusts and charitable organizations. The firm delivers its advice through separately managed accounts, primarily recommending allocations to equities, investment-grade fixed income and cash/money market funds on a non-discretionary basis.
Makrod follows a value-oriented, long-term investment approach that emphasizes blue-chip, dividend-paying equities and holding fixed income to maturity where appropriate, with recommendations generally intended to be held for at least a year. The firm places trades only with client authorization under a limited power of attorney, conducts ongoing informal monitoring, and provides formal portfolio reviews and semiannual reports.
Several operational features distinguish Makrod from many peers: as of March 31, 2025 the firm reported zero discretionary assets and $803,678,486 in non-discretionary assets while serving 568 clients with two advisers, implying a high client-to-adviser load (about 284 clients per adviser) and roughly $402 million in non-discretionary AUM per adviser. Makrod also does not offer financial planning services and does not accept authority to vote client securities, which are less common arrangements among similarly sized advisory teams.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.6% $5,000,001+: 0.45%
Account minimum: $500,000
Main office
44 Ann Street
Verona NJ 07044
Advisors at this office
4
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kathryn O
Verona, NJ
Makrod Investment Associates Inc
Kathryn O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. She has been with Makrod Investment Associates since 2000. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses fundamental analysis and a value-oriented approach, focusing on long-term purchases of blue-chip, dividend-paying stocks and investment-grade fixed income, managing approximately $803.7 million on a non-discretionary basis.
John O
Verona, NJ
Makrod Investment Associates Inc
John O'Donnell is a financial advisor at Makrod Investment Associates Inc with 13 years of industry experience. He works within a two-advisor team based in Verona, NJ. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with semi-annual portfolio reviews.
Benedict S
Series 65
Verona, NJ
Makrod Investment Associates Inc
Benedict Schlatter is a financial advisor at Makrod Investment Associates Inc with 12 years of industry experience. He holds a Series 65 credential and has been with Makrod Investment Associates since 2011. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focused on equities, investment-grade fixed income, and cash/money market funds, managing approximately $803.7 million on a primarily non-discretionary basis.
Ernest V
Series 65
Verona, NJ
Makrod Investment Associates Inc
Ernest Volkmann Jr. is a financial advisor at Makrod Investment Associates Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Longwave Management Solutions, Polarium Energy Solutions, and Panasonic Corporation. Makrod Investment Associates provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-oriented approach focusing on equities, investment-grade fixed income, and cash/money market funds, operating primarily on a non-discretionary basis with tailored portfolio recommendations.
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