MAKARIOS INVESTMENTS INC

Overview

Makarios Investments Inc. operates as a small, independent registered investment adviser serving individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses, and its corporate activities include real estate brokerage, accounting and other financial-product sales — which suggests the principal offers cross-disciplinary services that can span investment management, tax-aware planning and real estate transactions. The firm charges a percentage of assets under management and may assess performance-based fees, indicating flexibility to structure compensation around portfolio outcomes for high-touch clients. Investment activity is narrowly focused: the adviser reports a clear preference for equity exposure, with its assets held in exchange-traded securities. Makarios Investments Inc. is not registered as a multi-state or pension consultant adviser, is not an active ESG investor, and is not positioned as a capital allocator to outside managers. The reported business model and small client base point to bespoke, directly managed equity portfolios rather than a broad product platform.

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Public Holdings

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Location & Offices