Macro Strategy Advisors

Overview

Macro Strategy Advisors is a Florida-registered limited liability company that provides portfolio management services to individuals, families and small businesses while also serving some institutional clients. The firm operates as a capital allocator and performs selection of third-party advisers, and it conducts business activities as a registered representative of a broker-dealer and as an insurance broker. Its compensation model is a percentage-of-assets-under-management fee structure. The firm is not a multi-state adviser and does not position itself as an ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices