Marshall Investment Management, LLC

Marshall Investment Management serves individuals (including high‑net‑worth clients), retirement plans, trusts, and charitable organizations with discretionary and non‑discretionary portfolio management, financial planning, and consulting. The firm offers ongoing wealth management through its Advisor Managed Portfolios (AMP) platform and also delivers advisory services via LPL‑sponsored programs (Model Wealth Portfolios and Manager Access Select), TPMMs, and retirement plan consulting.

Its investment approach emphasizes diversified asset allocation across cash, individual equities, bonds, mutual funds, ETFs and alternative investments, with monitoring, rebalancing, and a mix of bottom‑up, top‑down and tactical analysis to align portfolios with client time horizons and risk tolerances. Marshall provides written financial plans, annual reviews (and more frequent reviews as needed), and coordinates investment decisions with clients’ other advisors to address tax, estate, and insurance considerations.

What distinguishes the firm from many peers is its role as sponsor and manager of the AMP Wrap Program, a wrap‑fee offering under which the firm absorbs transaction costs and bundles advisory, execution and administrative services; it also discloses an affiliated insurance agency (Insurance Specialists of Colorado Inc., dba Kirsch Insurance Specialists) and that some investment adviser representatives are licensed insurance agents and dually registered with LPL. These features — wrap‑fee sponsorship and the insurance affiliation combined with the firm’s close coordination with CPAs and enrolled agents — are emphasized in the brochure and present operational and conflict‑management considerations Marshall discloses and addresses.