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 provide outstanding service by providing fiduciary investment advice, and by implementing a proprietary ‘risk-managed’ investment strategy. Our goal is to safely outperform the ‘market’ over a complete market cycle.

We never sell investment products or charge commissions.

 
 
 

 
 

“Machamer Investments brings a unique blend of Caution & Opportunity to investors in or near retirement.”
— Brian Machamer

 
 

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 Simple IRA plan to any small 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
 
 

 

 

Let's talk.

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