WHAT WE DO
Wealth Management
Mark Muecke Capital Management manages wealth by a rules-based investment model that takes the emotion out of investing. We manage wealth for the long term, but know the long term is not where life is enjoyed. That is why we employ a systematic risk management strategy1, in an effort to help investors handle periodic volatility.
Retirement Planning
Whether you are 2 years away from retirement or 20 years, behavioral counseling and a balanced investment plan are the tools we employ to help our clients reach their financial goals.
Financial Planning
Mark Muecke Capital Management is a fee-only investment advisor serving private clients throughout the country. We are also a Fiduciary, the highest standard of care in the industry. The Fiduciary standard requires that we always act in the best interest of our clients. Every client’s plan is personalized based on a family’s situation, unique circumstances, risk profile and time horizon.
Company Retirement Plans2
Whether it is a 401k plan, Simple IRA Plan or a Profit Sharing Plan, we are able to design, implement and manage your plan to your specific needs.
Disclosures
1 – Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
2 – Mark Muecke Capital Management, LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Mark Muecke Capital Management, LLC adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs).