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 serving as retirement plan advisors, we know firsthand the personal disconnect, competing priorities, and conflicts of interest inherent in larger financial organizations. That is why we designed Marcado to uphold the following five traits:
A FOCUSED SERVICE
We provide one service with excellence - comprehensive retirement plan consulting. Being independent enables us to avoid competing home office priorities, so we can focus on delivering the information and results that actually matter 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. No conflicts of interest. Our first and only priority is serving our clients and their employees so they can have peace of mind knowing our advice and guidance is strictly in their best interest.
FLAT FEES
Because cost control is essential to investment performance and helping participant account balances grow. We believe in reasonable, transparent pricing so for core clients our flat fees don’t grow artificially with the asset base.
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 offer other services, most often individual wealth management or health and welfare benefit brokerage services, that can stand in the way of best-in-class service specific to the retirement plan. Local teams within larger firms might be deterred from bringing the best independent resources possible for a given situation due to requirements to utilize internal departments or corporate arrangements with other service providers. Some advisory groups create conflicts with asset-based fees, while others accept marketing payments and event sponsorship payments from investment management companies. Lastly, and more discretely, many advisors are simply so heavily incentivized to produce new business that they move on after the paperwork is signed, leaving plan sponsors with little service direction.
