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Macroview Investment Management LLC

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Client assets under management

$249,648,333

Clients

225

29% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

56

Typical

Average account size

$1,109,548

About

MacroView serves individual investors — including high net worth clients — as well as corporations, non‑profits, and pension and profit‑sharing plans, providing discretionary personal wealth management, financial planning, and fee‑based retirement plan consulting. The firm also offers sub‑advisory services to unaffiliated registered investment advisers and uses independent third‑party managers when appropriate.

The firm follows a predominantly top‑down, macroeconomic investment approach to develop diversified strategies and implements client mandates on a discretionary basis, tailoring asset allocation to each client’s goals, risk tolerance, and liquidity needs. In supporting its investment process MacroView combines internal portfolio management with third‑party managers and uses an administrative platform provided by Zoe Financial to assist with reporting, rebalancing, and operational functions.

Distinctive features include an active sub‑advisory business — accepting delegated mandates from other advisers — which is relatively uncommon among similar team firms, and a formal paid referral and platform relationship with Zoe Financial that supplies client leads and back‑office services; the firm discloses the incentives created by this relationship and describes steps it takes to manage related conflicts of interest. MacroView also offers both ERISA 3(21) and 3(38) retirement plan services and reports a meaningful level of retirement plan consulting assets in addition to its discretionary AUM.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Investment consulting services

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

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Fee options

Fixed

Financial planning fixed fees generally range from $500 to $10,000

Percentage

up to 1.5% annually, negotiable based on assets, relationship, and complexity

Project-based

Up to $500 per hour for à la carte financial planning services

Other

Account minimum: $300,000

Main office location

Macroview Investment Management LLC

4800 Hampden Lane, Suite 200

Bethesda MD 20814, United States

Number of offices

3

Most active in

California · District of Columbia · Florida · Georgia · Maryland · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Ohio · South Carolina · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel C

Series 65

Bethesda, MD

Macroview Investment Management LLC

Daniel Cohen is a financial advisor at MacroView Investment Management LLC with 23 years of industry experience. He holds the Series 65 designation and has been with Absolute Investment Management, LLC since 2010. MacroView serves individual investors, including high net worth clients, as well as corporations, non-profits, and pension and profit-sharing plans. The firm employs a predominantly top-down, macroeconomic investment approach and combines internal portfolio management with third-party managers to deliver discretionary personal wealth management, financial planning, and retirement plan consulting services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Christopher T

CFP®, Series 63, Series 65

Bethesda, MD

Macroview Investment Management LLC

Christopher Thomas is a CFP®-designated financial advisor with 22 years of industry experience. He has worked at Macroview Investment Management LLC since 2018 and previously held roles at Planning Solutions Group, LLC and Triad Advisors, Inc. Thomas serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. Macroview Investment Management LLC serves individual investors, including high net worth clients, corporations, non-profits, and retirement plans, offering discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a top-down, macroeconomic investment approach and combines internal management with third-party managers, also maintaining an active sub-advisory business and a platform relationship with Zoe Financial.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Michael H

CFP®, Series 63, Series 66

Bethesda, MD

Macroview Investment Management LLC

Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC. He previously worked at Verdence Capital Advisors, LLC, and held roles at Hightower Securities, LLC and Hightower Advisors. Macroview Investment Management LLC provides discretionary personal wealth management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension plans. The firm employs a top-down macroeconomic investment approach, combining internal portfolio management with third-party managers, and maintains a notable sub-advisory business alongside its client services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
user avatar

Micah P

CFP®, Series 65

Bethesda, MD

Macroview Investment Management LLC

Micah Patashnik is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Absolute Investment Management since 2012. Micah is affiliated with MacroView Investment Management LLC, a firm that provides discretionary personal wealth management, financial planning, and fee-based retirement plan consulting to individual investors, corporations, non-profits, and pension plans. MacroView employs a predominantly top-down, macroeconomic investment approach, combining internal portfolio management with third-party managers, and offers a notable sub-advisory business alongside ERISA retirement plan services.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy
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