A complete list of active advisors currently associated with MacroEdge Capital, LLC
Warmer can help you find a great advisor at MacroEdge Capital, LLC or one who fits your needs even better.
MacroEdge Capital, LLC is a newly formed independent registered investment adviser that offers discretionary portfolio management to individuals, high net worth clients, and business entities. The firm documents client goals, permits client‑imposed investment restrictions, does not require a minimum account size, and currently reports no assets under management. The firm applies a macroeconomic perspective to set target allocation ranges across ETFs, individual stocks, and fixed income, combining asset allocation with fundamental and technical analysis and operating two model styles described as advance reserves and long‑term. Portfolios are managed on a discretionary basis and rebalanced as needed to reflect clients’ risk tolerance, time horizon, and evolving economic conditions. A distinctive feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent who may recommend and receive commissions from insurance products; the firm identifies this as a potential conflict of interest and describes policies and disclosures intended to mitigate it. The brochure also notes the firm’s recent registration and initial status without clients or AUM, and it discloses limited custody authority to instruct the custodian to deduct advisory fees and reliance on an independent custodian, items prospective clients should consider.
To learn more about the advisors currently working at MacroEdge Capital, 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 |
|---|---|---|
Mechanicsville, VA
| 19
|
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