MACRO STRATEGY ADVISORS

Overview

Macro Strategy Advisors is a small, SEC-registered investment adviser that blends traditional portfolio management for individuals and small businesses with third-party manager selection. The firm operates as a capital allocator, steering client capital into external fund managers when seeking exposure to specialist strategies. It also maintains broker-dealer registration activity and insurance brokerage capabilities, which lets the firm offer annuity products and coordinate brokerage-level execution where appropriate. Fee billing follows a percentage-of-AUM model. Investment behavior leans toward pragmatic asset mix decisions rather than thematic ESG-driven mandates; cash and cash equivalents are a notable component of client portfolios. The firm serves both individual/family and institutional clients, positioning itself to provide hands-on portfolio management for smaller private clients while outsourcing niche or illiquid strategies to external specialists.

Assets & Accounts

Investments & Alternatives

Location & Offices