Providing excellent service to clients is a team effort. The following are some of the institutions we partner with that help provide service directly to clients or have helped shape our company in efforts to develop, grow and make an impact in the community.
Advisory Services Network, LLC (ASN) is an SEC Registered Investment Adviser that strategically partners with investment professionals and provides them an all-inclusive platform designed to meet their individual needs. ASN provides its platform and services in one of the most unique and cost competitive structures available in the Financial Services Industry.
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 Group manages client accounts using various custodians and trading platforms. Fidelity Investments is one of the primary institutions our company utilizes for managing client accounts. Fidelity Investments provides clearing, custody and other brokerage services through the service provider relationship with Advisor Services Network, LLC. *
Makkai Capital Group and Adam Makkai have been members since 2001. Makkai Capital Group 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.
*Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Makkai Capital Group and Advisory Services Network LLC. Fidelity is a service provider both. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908949.2.0