Marcado is a retirement plan consulting firm designed intentionally to challenge the inefficiencies of the institutional investment industry.
With more than 50 years of combined experience, we help employers and advisors navigate the complexities of retirement plans through specialized consulting, fiduciary oversight, and investment expertise. Our approach is designed to be flexible, supporting comprehensive plan engagements as well as focused 3(38) investment management.
Decades of institutional asset management and focused retirement plan consulting…
Retirement plan consulting, including ERISA 3(21) and 3(38) investment fiduciary services....
Our journey didn’t begin as traditional financial advisors…so we think differently.
