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:

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• 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