A complete list of active advisors currently associated with Marco Investment Management LLC

Warmer can help you find a great advisor at Marco Investment Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Marco Investment Management LLC, 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.