Partnerships and Recognition
Wealth is more than just money and assets. It is the reward of hard work and is one of the most important tools that people can use to bring change to their lives and the lives of others. This requires thoughtful planning and advice for making important decisions. We walk with clients on this journey to help build, manage and protect their wealth.
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/codes/ethics/Pages/index.aspx)
Makkai Capital Management and Adam Makkai have been a member since 2001.
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.
Fleming Financial merged with Makkai Capital Management in 2016. This successful partnership provides additional support and service to the clients of Fleming Financial.
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.
Castle Rock Chamber Business of the Month
Makkai Capital Management has been recognized as an outstanding Business by the Castle Rock Chamber of commerce for community and chamber involvement as well as membership since 2001.
Regis University Excellence in Teaching Award
Adam Makkai received this 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.
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.