Marcellus Capital Management advises clients on a wide range of financial matters, including but not limited to:

• Busniess and personal tax planning and filing

• Retirement planning

• Qualified plans for self-employed individuals and small businesses

• ESOPs

• Insurance analysis

• College savings and financial aid

• Estates

Investment management is MCM’s core expertise, and our clients share a belief that attractive long-term investment returns are paramount in meeting retirement, educational, philanthropic and estate objectives. MCM inculcates clients with a long-term mindset and a preference for investments in competitively advantaged businesses, whether through index funds, actively managed funds, or individual securities positions.

MCM is independent of other financial services companies and does not sell insurance or any other financial products.

Learn more about Marcellus Capital’s investment philosophy here.