Marco Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marco Investment Management serves a mix of individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and government entities (including state and municipal clients). The firm provides discretionary portfolio management, occasional financial planning typically alongside portfolio management, and acts as a portfolio manager for unaffiliated advisors’ wrap-fee programs.
MIM employs a team-based Investment Strategy Committee and a largely top‑down approach that emphasizes high‑quality equities, mid‑cap opportunities, and valuation-aware value processes, supplemented by active intermediate fixed‑income management. The firm routinely implements option and derivative strategies (including an Option Overwrite Strategy) and, in limited cases, uses margin or borrowing in managed accounts to pursue portfolio objectives, while tailoring Investment Plans to each client and providing regular reviews and performance reporting.
What is distinctive about MIM relative to many peer teams is its scale and set of services: the firm manages a large amount of assets relative to its five-person advisory team, participates as a manager in wrap programs, and documents the use of derivatives and margin in separately managed accounts. The brochure also discloses recent material updates — including an added statement of responsibilities under its investment management agreement and an expanded discussion of generative AI and machine learning risks — information that may be particularly relevant to institutional and government clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: $5,000 minimum annual fee
Main office
1100 Atlanta Financial Center, 3353 Peachtree Road
Atlanta GA 30326
Advisors at this office
5
Most active in
California · Florida · Georgia · Louisiana · New Hampshire · North Carolina · Tennessee · Texas
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.
Quick links
Advisors at this firm
Richard W
Series 63, Series 65
Atlanta, GA
Marco Investment Management LLC
Richard Wells is a financial advisor at Marco Investment Management LLC in Atlanta, GA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Stansberry Asset Management and Camarda Wealth Advisory Group before joining Marco Investment Management in 2019. Marco Investment Management serves individual and institutional clients such as high-net-worth individuals, pension plans, corporations, and government entities. The firm employs a team-based investment approach focusing on high-quality equities, mid-cap opportunities, and value processes, utilizing options and derivatives within tailored portfolio strategies.
Steven M
CFA®, Series 63
Atlanta, GA
Marco Investment Management LLC
Steven Marco is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 1998 and is based in Atlanta, GA. Marco Investment Management serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. The firm uses discretionary portfolio management supported by a multi-member Investment Strategy Committee and employs a range of strategies such as Core Equity, Option Overwrite, and Active Intermediate Fixed Income.
Kenneth E
CFA®, Series 63, Series 65
Atlanta, GA
Marco Investment Management LLC
Kenneth Ezell is a CFA® charterholder with 22 years of industry experience. He has been with Marco Investment Management LLC since 2001. The firm serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and government entities. Marco Investment Management provides discretionary portfolio management supported by a multi-member Investment Strategy Committee, employing a range of strategies that incorporate fundamental and technical analysis as well as options and derivative techniques.
John H
Series 63, Series 65
Atlanta, GA
Marco Investment Management LLC
John Hussa is a financial advisor with Marco Investment Management LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Marco Investment Management since 2004. Marco Investment Management serves a diverse client base including high-net-worth individuals, institutional clients, and government entities. The firm employs a team-based, top-down investment approach focused on high-quality equities, mid-cap opportunities, and valuation-aware value processes, supplemented by active fixed-income management and selective use of options, derivatives, and margin strategies.
David M
CFA®, Series 63, Series 65
Atlanta, GA
Marco Investment Management LLC
David Mcbride is a CFA® charterholder with 23 years of industry experience. He has been with Marco Investment Management LLC since 2011, where he is part of a five-advisor team. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as pension plans and government entities. Marco Investment Management provides discretionary portfolio management using a combination of fundamental and technical analysis across multiple strategies, including equity and fixed income, and is notable for its management of assets within wrap fee programs.
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