top of page

Investment Advisory


Maci understands that all families are very unique so our services are tailored to suit the individual needs of each and every client. Whether it’s on-going financial advice utilizing the full capacity of our services, or help on just one specific issue, Maci offers the following investment advisory services:

  • Asset allocation determination

  • Asset location review and optimization

  • Cash flow & expense management

  • College savings/ 529 planning & advice

  • Estate tax planning, analysis & evaluation

  • Financial planning & analysis

  • Financial needs, goals, objectives & time horizon analysis

  • Investment implementation

  • Investment policy creation & reviews

  • Life insurance planning

  • Performance monitoring

  • Philanthropy & charitable giving guidance 

  • Portfolio construction, implementation & monitoring

  • Portfolio reviews & rebalancing 

  • Retirement planning

  • Second opinions, appraisals, valuation reporting 

bottom of page