Machamer Investments
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our goal: to safely get you where you want to be

 
 

It’s simple, life is hard enough without worrying about your investment strategy. At Machamer Investments, we strive to develop professional, yet friendly, personal relationships with each of our clients. We offer fiduciary advice, quarterly reviews, and encourage frequent communication so that we may stay in alignment with your investment goals.

At Machamer Investments, our agenda is simple: We strive to provide outstanding service by giving fiduciary advice, creating and implementing a proprietary ‘risk-managed’ investment strategy, outperforming the ‘market’ over a complete market cycle, and never selling investment products or charging commissions.

 
 
 

 
 

“Machamer Investments brings a unique blend of caution & opportunity to investors in or near retirement.”

 
 

who we serve

 

seniors and trusts

Machamer Investments reaches out to seniors who prefer a fiduciary investment advisor for their personal accounts, IRA accounts, or trust account. We have learned of these special needs by walking alongside our clients as they age, and also in assisting our own families as they age. With a fiduciary leading the investment management, the client and family can relax in the confidence of knowing that no one is taking advantage of them.

 

 

small businesses

Machamer Investments brings a turnkey 401k plan (or simple IRA plan) to any size business, including plans for start-ups. Our services bring a nationally recognized plan administrator, a state-of-the-art record keeper, our preferred custodian, and Machamer Investments as the investment fiduciary together into a concise package. 

 
 

 

 
 
“I believe the best way to grow my practice is by doing right for each client.”
— Brian Machamer
 
 

 

 

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