Macroview Investment Management LLC

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.