Farmington, CT Office

Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charities, and other business entities, managing roughly $371 million for about 669 clients through a team of nine advisors. The firm offers discretionary and non‑discretionary portfolio management, modular financial planning, and retirement plan advisory and consulting services.

Macro Advisors customizes portfolios using proprietary model allocations that combine equities, hedging strategies, and fixed‑income securities, and it may recommend or engage third‑party money managers to implement parts of a client’s strategy; portfolios are monitored and rebalanced at least quarterly. The firm's investment process draws on modern portfolio theory, fundamental and technical analysis, and it discloses the use of option writing and structured products as part of hedging and tactical strategies, with associated risk considerations.

Noteworthy for a firm of its size, Macro Advisors is also licensed as an insurance agency and discloses that its investment personnel are licensed insurance agents who may receive commission‑based compensation and referral fees from insurers (including Hazleton Insurance Alliance, Shupp Wealth Management Services, and M. Wade Cornett LLC), separate from advisory fees. The brochure also highlights the firm’s willingness to act in ERISA fiduciary roles (including Section 3(21) and 3(38) services) and its explicit use and monitoring of derivatives and option strategies within managed accounts.