Macedon Financial Management, LLC

Overview

Macedon Financial Management, LLC is a small, fee-based registered investment adviser that serves both individual and institutional clients. The firm emphasizes portfolio management for individuals, small businesses and institutions, and also lists pension consulting among its advisory services. Its business model is percentage-of-AUM fee billing, and it appears to favor a conservative positioning given the size and composition of its assets. The adviser is not an active ESG investor and is not structured as a multi-state adviser. It operates as a single-owner limited liability company and does not present itself as a capital allocator to external managers, though it does use third-party vehicles in specific areas (see Investments & Alternatives).

Assets & Accounts

Investments & Alternatives

Location & Offices