Why MacroView

Independent Fiduciary

MacroView is independent. This means that our sole obligation is to our clients. We do not have quotas or corporate partners to support. As a fee-only investment advisor, MacroView charges a management fee based on assets under management. We do not receive commissions for products or securities that we recommend or purchase for our clients. This structure aligns us with our clients' interests; MacroView benefits when our clients benefit. There are no hidden fees or up-front costs. We strive to minimize overall transaction fees and provide personal service at a competitive rate. Learn more.

We take a highly personalized, consultative approach in everything we do. Regardless of the size of the relationship or the scope of services being provided, each and every one of our clients can trust that we are adhering to the fiduciary standard and holding their best interests as our main priority.

Consultative. Holistic.

We work side-by-side with you to create, implement and monitor a holistic financial plan that will be utilized as a framework to plotting and achieving your personal and family financial goals. As life goes on, circumstances are bound to change and unforeseen needs will arise, but our team members will be there every step of the way to assist you in building solutions that keep you on the path of reaching your ultimate financial goals.

In this consultative role, it is our job to provide clients with unbiased perspective and guidance, ask questions they may not have considered in the past, act as a sounding board and decision-making resource, and simply put, help to make sense of topics and circumstances that can often feel overwhelming.

Transparency. Clients have real-time, around-the-clock access through their custodian's website to monitor their portfolio activity and performance.

Teamwork. We take pride in playing nice with others: Through collaboration and coordination, we can deliver order/seamlessness to your financial affairs by serving as a conduit between you and the other professionals in your life (attorneys, accountants, insurance agents, bankers, etc.). By working in concert with your outside advisors, we can build the customized strategies necessary to maximize your financial security.