Macro Strategy Advisors

Macro Strategy Advisors Group provides discretionary and non‑discretionary portfolio management and investment consulting to a mix of domestic and foreign clients, including trusts, family offices, charitable organizations, other investment advisers, investment companies, and business development companies. The firm’s client roster is relatively concentrated (roughly 28 client relationships) and includes entity‑type clients such as investment companies and BDCs in addition to individual accounts.

The firm implements customized investment profiles through a disciplined, systematic process that combines bottom‑up fundamental research with macroeconomic and technical analysis, and it uses a broad set of instruments — equities, fixed income, derivatives, FX, ETFs and alternative investments — across multi‑year and opportunistic horizons. MS ADVISORS also works with third‑party money managers and offers managed account models, providing either discretionary trading authority or non‑discretionary recommendations depending on client agreements.

Noteworthy operational features include personnel who are registered representatives of a broker‑dealer and the firm’s role as a sponsor of a wrap‑fee program administered through Insigneo Securities with clearing through Pershing, which creates additional execution and product channels relative to many peers and gives rise to potential conflicts of interest disclosed in the brochure. The firm is affiliated with other investment entities and its senior personnel hold insurance agent licenses, so advisory services may be offered alongside broker‑dealer and insurance products—a combination that is uncommon among similarly sized advisory teams.