MAKROD INVESTMENT ASSOCIATES INC

Overview

Makrod Investment Associates Inc. is a privately owned corporate RIA, SEC-registered since 1986, that provides fee-based portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. The firm operates on a percentage-of-assets-under-management fee model and focuses its allocations on listed, exchange-traded instruments rather than discretionary pooled strategies. Makrod’s advisory activity centers on individualized portfolio management for individuals and small businesses, delivered through separately managed accounts where clients retain final trading authority. Investment behavior is equity-forward: the firm shows a clear preference for exchange-traded equities and ETFs as the primary building blocks of client portfolios. Makrod is not an active ESG investor, does not position itself as a pension consultant, and is not structured as a capital allocator or related-adviser network. Its model emphasizes client-specific, account-level management rather than centralized discretionary overlays.

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