A complete list of active advisors currently associated with Macro Trend, LLC

Warmer can help you find a great advisor at Macro Trend, LLC or one who fits your needs even better.

Macro Trend, LLC provides discretionary investment management and related financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Services described in the brochure include portfolio management, retirement planning, education funding, tax and estate planning, and periodic reviews of client financial objectives. The firm typically manages accounts using fundamental, technical and cyclical analysis and may implement long- and short-term purchases, trading and option-writing strategies; it also accesses third‑party manager portfolios through the Envestnet strategist network. For separately managed accounts the firm discloses the use of borrowing, derivatives and option strategies, and conducts quarterly account reviews with more frequent monitoring as warranted. Compared with many independent, solo-advisor shops, Macro Trend combines a relatively small client base and about $24.73 million in discretionary AUM (resulting in a high average account size) with ERISA plan consulting offered as limited‑scope 3(21) fiduciary services—an offering that is less common among peers. The firm does not custody client assets (clients maintain control of assets), and its use of leverage, derivatives and third‑party strategists in a small, bespoke client roster is a noteworthy operational characteristic.

To learn more about the advisors currently working at Macro Trend, LLC, 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.