Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$249,648,333
Clients
225
Advisors
4
of 5 employees
About
MacroView Investment Management serves individuals (including high‑net‑worth clients), corporations, non‑profits, and pension and profit‑sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm also makes its portfolio management services available to other registered investment advisers through sub‑advisory arrangements.
The firm applies a predominantly top‑down, macroeconomic investment approach and implements diversified strategies using fundamental, technical, cyclical, and charting analysis; portfolios are managed on a discretionary basis and may include allocations to independent third‑party managers when appropriate. MacroView supplements its core service delivery with an administrative and operations relationship with Zoe Financial to support reporting, rebalancing, and to facilitate the management of smaller accounts.
Compared with many peers, MacroView regularly accepts business as a sub‑adviser for unaffiliated advisers and uses a formal lead‑generation and platform relationship with Zoe Financial — a disclosed, paid referral and administrative arrangement that the firm details in its brochure. It also provides both ERISA 3(21) and 3(38) retirement plan services and routinely coordinates trades and custody through major custodians such as Schwab and Fidelity.
Client services
Expertise
Fee options
Financial planning fixed fees generally between $500 and $10,000
Up to 1.5% annually (negotiable based on assets and other factors)
Financial planning services charged hourly up to $500/hour if provided à la carte
Account minimum: $300,000 Fee-only: Financial planning à la carte: up to $500 per hour or fixed fee between $500 and $10,000
Main office
4800 Hampden Lane, Suite 200
Bethesda MD 20814, United States
Most active in
California · District of Columbia · Florida · Georgia · Maryland · Minnesota · Nebraska · New Hampshire · New York · North Carolina · Ohio · South Carolina · Texas · Virginia · Washington
Also doing business as
Absolute Investment Management · Absolute Investment Management LLC · Forty W · Forty W Advisors · Forty Wealth · Forty Workplace · Macroview Bond Group · Macroview Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael H
Verified by Warmer
Book time directly with this advisor
CFP®, Series 63, Series 66
Ellicott City, MD
Forty W Advisors
Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as Co-Managing Director of Forty W Advisors. He previously worked at Verdence Capital Advisors and held roles at Hightower Securities and Hightower Advisors. Forty W Advisors delivers comprehensive wealth management across three critical areas: financial administration, proactive tax-aware planning, and investment management with institutional access. Together, these services help align your personal wealth, family priorities, and business strategy into one coordinated plan, with the goal of reducing complexity and maximizing post-tax wealth.
Daniel C
Series 65
Ellicott City, MD
Forty W Advisors
Daniel Cohen is a financial advisor at Macroview Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Absolute Investment Management, LLC since 2010. Macroview Investment Management serves individuals, corporations, non-profits, and pension and profit-sharing plans with discretionary investment management, financial planning, and retirement plan consulting. The firm uses a top-down, macroeconomic investment approach combined with fundamental, technical, cyclical, and charting analysis to manage diversified portfolios, often incorporating third-party managers when appropriate.
Christopher T
CFP®, Series 63, Series 65
Ellicott City, MD
Forty W Advisors
Christopher Thomas is a CFP® with 23 years of industry experience, currently serving as an advisor at Macroview Investment Management LLC since 2018. His prior experience includes roles at Planning Solutions Group, LLC and Triad Advisors, Inc. He serves as treasurer and board member of the National Capital Chapter of the Society of Financial Service Professionals. MacroView Investment Management serves individuals, corporations, non-profits, and retirement plans with discretionary investment management, financial planning, and sub-advisory services. The firm employs a top-down, macroeconomic investment approach using diversified strategies and partners with Zoe Financial to support administrative functions and smaller accounts.
Micah P
CFP®, Series 65
Ellicott City, MD
Forty W Advisors
Micah Patashnik is a CFP® with 13 years of industry experience, currently serving at Macroview Investment Management LLC. He has worked at Absolute Investment Management since 2012. Macroview Investment Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, corporations, non-profits, and pension and profit-sharing plans. The firm employs a top-down, macroeconomic investment approach and manages portfolios with diversified strategies that may include third-party managers.
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