Services
Makkai Capital Group employs an independent business model and operates under a fiduciary standard of care. This independent model gives us the ability to offer services based solely on the merits of reaching client goals. We have no proprietary investment products and no mandated sales quotas. We do have access to investments and insurance products through national providers so that we can help our clients on their 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.