Partnerships and Recognition
LPL Financial supports more than 14,000 financial advisors and approximately 700 financial institutions with integrated platforms of technology, brokerage, and investment advisor services.
Provides Registered Investment Advisor (RIA) services. WWM’s affiliate, Western Wealth Advisors, serves as the Office of Supervisory Jurisdiction for over 150 advisors for LPL Financial.
Adam Makkai is a CFA charterholder and member of the CFA Society of Colorado. The CFA (Chartered Financial Analyst) credential is the most respected investment management designation in the world. CFA charterholders must follow the CFA Code and Standards of Ethics (https://www.cfainstitute.org/ethics/
Makkai Capital Management and Adam Makkai have been members since 2001. Makkai Capital Management received the Business of the Month award as an outstanding Business by the Castle Rock Chamber of commerce for community and chamber involvement.
A premier regional Jesuit University. Adam Makkai is an affiliate faculty member and has taught finance and portfolio management courses in the finance and MBA department since 2002. Adam Makkai received the Excellence in Teaching award as a top instructor in the Finance Department for his commitment to student learning in the field of finance and high marks from student evaluations.
5-Star Wealth Manager
Adam Makkai has been awarded the “5-Star Wealth Manager” designation by Crescendo Business Services and recognized in 5280 and ColoBiz magazines. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2017 Five Star Wealth Managers.
Beta Gamma Sigma
Adam Makkai earned membership to Beta Gamma Sigma, the National Honor Society for Graduate Business students, for his performance as an MBA student while attending Bowling Green State University.
Fleming Financial merged with Makkai Capital Management in 2016. This successful partnership provides additional support and service to the clients of Fleming Financial.