MACAULAY & ASSOCIATES, LLC

Overview

Macaulay & Associates, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and blends advisory services with insurance brokerage. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers — indicating both direct portfolio management and outsourced capital-allocation activity. Investment posture is conservative-to-core in execution: the firm relies heavily on public funds and mutual funds for core allocations, while maintaining the capacity to allocate client capital to third-party alternative managers, notably hedge funds. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Macaulay & Associates is not an active ESG investor and is structured without a multi-state advisory footprint.

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