Registered Investment Advisors (RIA)

Macquarie Investment Management provides registered investment advisors (RIAs) with insights, expertise, and practice management tools to help grow their advisory practices. In addition to our investment strategies, we offer an array of valuable investment insights and educational materials on important investment topics coupled with a dedicated team of specialists who are committed to helping RIAs meet the needs of their clients and build their businesses.

Relevant strategies, strong service

  • Macquarie Investment Management is committed to the pursuit of consistently superior asset management and unparalleled client service.
  • We strongly believe in our investment processes, the consistent results we seek to deliver, and the value we can add for our clients.
  • Our focus on performance, research, and clients provides investors with high‑quality investment options and world‑class client service.

Investment committees and boards tend to be composed of prominent and sophisticated individuals with varying degrees of investment knowledge. In order to serve the unique needs of each of our clients, Macquarie Investment Management manages a broad range of institutional mutual funds, collective investment trusts, and separately managed account investment strategies. Within each of these products, we provide:

  • Competitive portfolios covering most major long-only asset classes.
  • Substantial investment resources, including:
    • Portfolio managers with wide ranging and varied expertise
    • Taxable and tax‑free fixed income credit research teams that place a heavy emphasis on performing individual credit research and market analysis
    • A dedicated client service team.
  • Consistent people, process, and philosophy across all investment vehicles: mutual funds, collective investment trusts, and managed accounts.

Services

Contacts

John Grieco

John Grieco 

Senior Advisory Consultant
Phone: 215 255-2197
E-mail: john.grieco@macquarie.com

Keith A. Birkhaeuser

Keith A. Birkhaeuser 

Vice President, Senior Advisory Consultant
Phone: 215 519-3761
E-mail: keith.birkhaeuser@macquarie.com

Jeff Lamb

Jeffrey J. Lamb 

Senior Advisory Consultant
Phone: 650 521-7344
E-mail: jeff.lamb@macquarie.com

Brent Regaldi

Brent Regaldi, CIMA®, AAMS®

RIA Specialist
Phone: 877 693-3546 ext. 27014
E-mail: brent.regaldi@macquarie.com

Thomas Sullivan

Thomas Sullivan 

RIA Specialist
Phone: 877 693-3546 ext. 27001
E-mail: thomas.sullivan@macquarie.com