Mack Investment Securities provides continuous and non-continuous portfolio management, model strategy management, and financial planning services to individuals, high-net-worth individuals, corporations, and retirement plans. The firm offers a variety of in-house and third-party investment strategies, covering global equities, fixed income, commodities, and alternative investments. Clients can choose from discretionary and non-discretionary management. Mack Investment Securities also acts as a registered broker-dealer and insurance agency, allowing associated personnel to offer commission-based products and insurance alongside advisory services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees generally range from 1.00% to 2.25% depending on the program and strategy selected. Fees may be negotiable at management discretion.