Build a Firm Financial Foundation for your Future Helping you Build a Firm Financial
Foundation for your Future.
The March Group is a team of financial professionals with a global reach.
We provide a process driven approach specializing in corporate cash management.
Next Slider Prev Slider
Asset and liabilities Management Specializing in Asset and liabilities
Management.
The March Group works with clients providing asset and liabilities analysis,
banking, investments and lending services.
Next Slider Prev Slider
Focusing on Risk Mitigation - It’s not the return on my money, it’s the return of my money The March Group Focusing on Risk
Mitigation.
“It’s not the return on my money, it’s the return of my money”
– Will Rodgers, Cowboy philosopher
Next Slider Prev Slider
The March Group

We work with clients
to develop an integrated
"Needs-Based Analysis"
aligned with their requirements.

The March Group was established in the early 1980’s. Since then, we have created a process-driven approach which specializes in corporate asset and liabilities management with a focus on risk mitigation.

Our Core Values
Integrity

Integrity

  • Putting our clients’ interest first and foremost
  • Developing and maintaining investment policies that protect clients’ funds and the individuals responsible for them
  • Transparency and disclosure in all dealings
  • Ongoing communication and annual fiscal reviews

Innovation

Innovation

  • Our proprietary “Needs-Based Analysis” is a unique process driven approach to building short and long term investment portfolios
  • Structured Asset Management Systems ® - Filters thousands of potential investment vehicles and aligns portfolios to match risk and timeline parameters
  • Customized Investment Portfolios - Each client's needs are as unique as a fingerprint
  • We structure each portfolio to match the specific needs, risk tolerance and cash flow providing liquidity when needed

Independence

Independence

  • We have a fiduciary responsibility and we are held to a much higher standard
  • The ability to customize and control each portfolio and do what is in the best interest of the client
  • Freedom to structure and develop our own unique products that meet the needs of our clients

The March Group

Meet your team

William Griffith - Vice President

William Griffith

Vice President
Nico March - Managing Director

Nico March

Managing Director
Peggy McLaughlin - Branch Operations Manager

Peggy McLaughlin

Branch Operations Manager

our golden

38
years

Specializing in
asset and liabilities
management

Clients in over 20 states

Over 65 years of combined experience

Assisted over 1,000 corporate, association and interval clients

The March Group

Our trusted clients

Recent News

Helping build your financial foundation

Subscribe to our Newsletter

    Recent Posts

    Below the Surface

    Below the Surface

    A Three-Step Investing Plan

    A Three-Step Investing Plan

    A Job That Can Last a Lifetime

    A Job That Can Last a Lifetime