Portfolio Management
Diversified portfolio construction, rebalancing and quarterly performance reporting aligned to your risk tolerance and time horizon.
MACKENZIE PARKER CAPITAL LLC delivers portfolio management, capital growth solutions and corporate advisory services from Tallahassee, Florida. We help clients structure, protect and grow long-term wealth with transparent reporting and measurable outcomes.
MACKENZIE PARKER CAPITAL LLC is a limited liability company legally registered and operating in the United States, with its principal place of business in Tallahassee, Florida. We operate under Employer Identification Number 83-3033639 and maintain verifiable corporate records, a publicly listed business address, a working business telephone line, and a monitored corporate email channel.
Our practice spans financial capital services, investment advisory and asset management for small businesses, founders and private clients. Every engagement begins with a documented discovery process, followed by a written strategy, defined deliverables and scheduled performance reviews. We do not promise guaranteed returns; we provide structure, research and disciplined execution.
Transparency is central to how we operate. Our fees are disclosed before work begins, our communications are documented, and our compliance, privacy and refund policies are published in full on this website for clients, partners and advertising platform reviewers to inspect at any time.
Speak With Our TeamSix core service lines covering the full lifecycle of business and personal capital — from structuring and funding through to long-term stewardship.
Diversified portfolio construction, rebalancing and quarterly performance reporting aligned to your risk tolerance and time horizon.
Structured growth strategies for reinvested business profits, retained earnings and long-term accumulation objectives.
Capital structure reviews, funding readiness, financial modelling and board-level advisory for growing companies.
Coordinated planning across savings, investments, retirement and estate objectives for private clients and families.
Ongoing stewardship of managed accounts with documented mandates, controls and transparent fee disclosure.
Independent assessment of financial controls, exposure concentration and regulatory documentation readiness.
All packages are fixed-fee advisory engagements. Fees are confirmed in writing before any work begins and are covered by our published refund policy.
$450 / engagement
$1,850 / engagement
$3,400 / quarter
Our client service desk answers every enquiry within one business day. You can reach us by phone, email or the form beside this text.