A complete list of active advisors currently associated with Macroclimate LLC

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

Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor‑advised funds, and nonprofit organizations, using written investment policy statements and ongoing monitoring with at least quarterly rebalancing. The firm operates with a small advisory team and manages roughly $210 million in client assets across under 40 client relationships. Its investment approach is grounded in Modern Portfolio Theory and a long‑term buy‑and‑hold orientation, emphasizing low‑cost passive and factor‑based mutual funds and ETFs while seeking to minimize taxes and transaction costs. Macroclimate offers a single, environment‑focused ESG strategy that seeks to exclude owners/operators of coal‑fired power and fossil fuel reserves and implements this strategy primarily through third‑party funds, including those managed by DFA and Vert Asset Management. Distinctive for its peer group, the firm publicly discloses and advertises both hypothetical and historical performance, publishes periodicals/newsletters, and offers educational seminars or workshops for clients and prospects. Macroclimate’s brochure also discloses a 2023 SEC consent order related to prior use of hypothetical performance and recordkeeping deficiencies, which resulted in censure and a civil money penalty.

To learn more about the advisors currently working at Macroclimate 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.