Makrod Investment Associates Inc

Makrod Investment Associates provides investment advisory services to individuals, high net worth clients, pension and profit-sharing plans, trusts and charitable organizations. The firm delivers its advice through separately managed accounts, primarily recommending allocations to equities, investment-grade fixed income and cash/money market funds on a non-discretionary basis.

Makrod follows a value-oriented, long-term investment approach that emphasizes blue-chip, dividend-paying equities and holding fixed income to maturity where appropriate, with recommendations generally intended to be held for at least a year. The firm places trades only with client authorization under a limited power of attorney, conducts ongoing informal monitoring, and provides formal portfolio reviews and semiannual reports.

Several operational features distinguish Makrod from many peers: as of March 31, 2025 the firm reported zero discretionary assets and $803,678,486 in non-discretionary assets while serving 568 clients with two advisers, implying a high client-to-adviser load (about 284 clients per adviser) and roughly $402 million in non-discretionary AUM per adviser. Makrod also does not offer financial planning services and does not accept authority to vote client securities, which are less common arrangements among similarly sized advisory teams.