Weather Eye Advisors, Inc.

Weather‑Eye Advisors provides discretionary and non‑discretionary investment advisory and financial planning services to individuals, families, corporations, and organizations, including non‑U.S. residents and foreign clients. Services described in the brochure include portfolio management, tax and financial planning, insurance advice, and guidance on ERISA/401(k) plans delivered on a percentage‑of‑assets, flat‑fee, or hourly basis.

The firm follows an All‑Weather, macro‑driven investment approach that allocates among four asset groups based on money‑flow and monetary‑pressure analysis, with a bias toward lower‑risk and income‑producing instruments such as individual bonds and preferred stocks. Portfolio construction emphasizes risk management—using RoMaD (return over maximum drawdown) as a performance metric—preference for low‑fee funds where appropriate, and periodic reviews with clients including quarterly meetings.

Noteworthy distinctions from many peers include the adviser’s concurrent tax practice and status as an enrolled agent, plus authority to place insurance products, which the brochure identifies as potential sources of additional compensation and conflicts of interest to be disclosed and managed. The firm also reports work with non‑U.S. clients and discloses a past state regulatory action related to a registration lapse, items prospective clients may consider when evaluating the firm’s services and compliance history.