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Investment Management

We are proud of the investment strategies and experience we bring to our clients. In customizing your unique financial plan, MACRO Consulting Group structures planning around your fundamental financial needs and risk tolerance levels. Through balance and understanding, we can create a customized plan utilizing a combination of strategies.

MACRO manages proprietary portfolios by focusing on total return, risk management, and efficient implementation while considering each client’s circumstances. We focus on factors we believe produce favorable outcomes for our clients over time:

  • A consistent and deliberate investment process focused on long term, strategic investment decisions
  • A contrarian, value, and evidence-based selection process
  • Diligence in keeping costs low by focusing on the underlying expenses of an investment and seeking efficient implementation
  • Matching appropriate allocation with client’s risk tolerance and time horizon
  • Clear communication with our clients to define expectations and increase the client’s understanding of their investment

We believe the market is to be respected and focus our investment process on strategies that academic research has shown to be effective over time. Our allocation strategies start with a top-down analysis to see what type of assets we would like to own more of and which we would like to own less of, while the individual investments within those categories are selected on the basis of a bottom up analysis. It is a fundamental, valuation-driven approach to risk management based on independent thinking.

Contact us today to learn more.