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Home > Financial Services > Stock Brokers > Marco Consulting Group, Inc.

Marco Consulting Group, Inc.

Marco Consulting Group, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The Marco Consulting Group was established in January 1988 as an investment consulting firm with the sole purpose of serving the needs of jointly trusted benefit plans. The Group is dedicated to providing comprehensive analysis and advice on all aspects of the investment process information that trustees can rely upon as competent, direct, and independent.

The Group is not affiliated with any other organization, it is owned by the employees of the firm. This structure assures the continuity of personnel at the Marco Consulting Group, which is critical in providing a high level of personalized service to their clients. Furthermore, employees have the benefits of a collective-bargaining agreement.

The firm is the largest consultant to jointly trusted benefit plans in the United States. They currently serve over 350 benefit plans whose combined assets exceed 75 billion dollars. Their clients represent a variety of industries whose benefit funds range in size from less than 10 million dollars to over 10 billion dollars. Its experienced staff provides comprehensive analysis and reporting on all phases of the development and maintenance of a plan's investment program. The firm provides no services to and receives no revenues from investment managers. They have no conflicts of interest which might interfere with the independent and objective advice that they provide to their clients.

The Company is willing to acknowledge their role as a fiduciary to the fund. Trustees expect them to stand by the advice they provide. The best way for them to do so is to serve as a fiduciary along with the trustees. The group believes it is their responsibility to inform trustees of new investment vehicles as they are developed and to make recommendations as to their appropriateness in the fund.

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