Makkai Capital Group - Adam Makkai, CFA

About Us

As an independent financial investment firm we operate under a fiduciary standard of care. We offer services based solely on the merits of reaching client goals. We have no proprietary investment products and no mandated sales quotas. With access to a wide range of investments and insurance products from national providers, we are committed to support you on your journey to financial success.

An important part of business is competition. We embrace the fact that our clients are valuable, and they have many options when it comes to financial management. As a result, we believe we have both effective solutions and competitive pricing to offer value to clients who choose to work with us.