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 primarily to individual clients, including high-net-worth individuals, and also works with donor-advised funds and nonprofit organizations. Services center on portfolio construction, ongoing monitoring and quarterly rebalancing, and the firm also licenses proprietary model strategies to unaffiliated third‑party advisers. The firm’s investment approach is grounded in Modern Portfolio Theory with a long-term buy-and-hold orientation, implemented largely through passive and factor-based mutual funds and ETFs while focusing on tax and transaction-cost minimization. Macroclimate offers a firm-wide ESG strategy that emphasizes environmental factors — seeking to exclude owners/operators of coal-fired power and fossil fuel reserves and to tilt toward more sustainable companies — and commonly uses third-party funds such as DFA and Vert to implement it. Distinctive disclosures in the brochure note that the firm publicly presents both hypothetical and historical performance, issues periodicals/newsletters, and offers educational seminars or workshops, practices that the firm describes as uncommon among peers. The brochure also discloses that Macroclimate consented in 2023 to an SEC order related to its advertised hypothetical performance (resulting in a censure and civil money penalty), and that it receives asset-based compensation when third-party advisers use its licensed strategies and participates on DFA’s Sustainability Council—arrangements the firm identifies as potential conflicts of interest.
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.
Name |
Location |
Years of experience |
|---|---|---|
Sausalito, CA
| 21
| |
Sausalito, CA
| 5
|
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