Financial Advisors

By working with MacroView, advisors benefit by:

  • Ensuring their clients are positioned in customized fixed income portfolios that are appropriate for their personal risk/return objectives, income needs, tax situations, the surrounding interest rate environment and macroeconomic landscape.
  • Having their clients’ bond allocation constantly monitored and shaped by a dedicated team of professionals.
  • Providing their clients with far greater transparency and predictability relative to mutual funds and ETFs.
  • Knowing that MacroView’s commitment to client service is deeply ingrained in the firm’s culture. Our team endeavors to provide advisors with an array of real-time tools to best meet their client needs.

We offer a boutique, specialized, and detail-oriented approach. Contact Us Today.