A complete list of active advisors currently associated with MacFarlane Investors

Warmer can help you find a great advisor at MacFarlane Investors or one who fits your needs even better.

Macfarlane Investors serves individuals, families and organizations — including high‑net‑worth and lower‑income investors, family trusts, and business treasury accounts — and reports managing about $7.4 million across roughly 167 client relationships with no stated account minimums. The firm provides portfolio construction and discretionary portfolio management, investment advice across traditional and alternative assets, and integrated financial and tax planning as part of its advisory services. The firm’s investment approach relies on fundamental research and a long‑term, buy‑and‑hold orientation, typically concentrating equity portfolios into a limited number of conviction positions while also employing ETFs, fixed‑income, and selected alternatives for diversification. Macfarlane generally manages accounts on a discretionary basis, may include digital assets when consistent with a client’s objectives, and does not use derivatives, margin, or short selling. Notable operational features include its ownership structure as a subsidiary of a holding company with a small equity stake held by early clients and formal platform relationships with a custodian and third‑party planning tools that handle billing and client onboarding. The firm also discloses that it does not tailor advisory services to permit client‑imposed restrictions on particular securities and uses a standardized onboarding process with an upfront onboarding fee and pro‑rata refund policy, practices that differ from many peers.

To learn more about the advisors currently working at MacFarlane Investors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.