Our journey didn’t begin as traditional financial advisors
…so we think differently.
Marcado. Designed to be different.
With decades of collective experience managing institutional assets and leading investment research teams before becoming retirement plan advisors, we've seen firsthand how organizational structures and competing priorities can influence the client experience. That is why we designed Marcado to uphold the following five traits:
A FOCUSED SERVICE
We maintain one area of focus—retirement plans. From comprehensive plan consulting to discretionary investment fiduciary services, our independence keeps us focused on the information and outcomes that matter most to our clients.
DEPTH OF RESOURCES
We bring clients the best of unbiased industry expertise - no strings attached. By connecting our clients with a network of leading outside counsel, we remove any impression of partiality by ensuring clients receive independent advice and objective opinions.
SINGLE REVENUE
No kick-backs. No commissions. Our first and only priority is serving our clients and their employees so they can have confidence that our advice, investment decisions, and fiduciary services are focused on their best interests.
TRANSPARENT FEES
Our fees are structured to reflect the scope and complexity of each engagement. Depending on the services provided, we may use a flat-fee or asset-based model, with an emphasis on transparency and alignment with our clients.
SERVICE OVER SALES
We have a direct service and strategy team model - which means no sales middlemen. From our very first meeting, we begin drawing vital insight that helps us better understand our clients and guides the strategies we develop and implement together.
The combination of these five traits is rarely found in our field
Many firms operate across multiple business lines, including wealth management and benefits consulting. Those broader models can introduce competing priorities, internal requirements, or compensation arrangements that may influence how retirement plan resources are selected and delivered.
Marcado is different. Our focus on retirement plans allows us to evaluate each engagement independently, work collaboratively, and bring in the resources we believe best fit the needs of the plan. We avoid commissions, marketing payments, and other compensation arrangements that can create unnecessary conflicts, allowing our attention to remain on the plan and the people it serves.
