Turnkey Solution for Independent Advisors



Think of Macroclimate® as your automated portfolio manager and sustainability specialist.

You’re in control of your relationship with your clients — and your pricing (as well as billing, if you prefer). You simply use Macroclimate® as your turnkey portfolio manager (What is a TAMP?) and overlay your value-added wealth management services.

We’ll provide you with a referral code that enables your clients to open a Macroclimate® account at a special discounted rate under your supervision. It’s as simple as that.

Setup is paperless and easy

Our easy-to-use digital platform gives you the opportunity to collaborate with your clients – remotely or in person. For example, you’re welcome to sit down with your clients, or share your screen, and walk them through our paperless signup process, which includes an interactive risk assessment tool that shows how risk and return are related. With client authorization, you can instruct us on their behalf.

Seamless execution – with your branding if desired

Once a portfolio has been selected, we seamlessly manage your clients’ investments including rebalancing, account administration1 and on-demand performance reporting, which eliminates your need to produce quarterly and annual reports. At your option, add your own logo/branding to the Client Portal — and/or integrate with your existing systems. More about our Client Portal.


Are we best fit for your clients?

▸ Would they like to own a diversified low-cost investment portfolio?▸ Would they like to own a diversified low-cost investment portfolio?
  • At Macroclimate, we’ll create for your clients a broadly diversified portfolio of five or six asset classes with low fees. By patiently holding a globally diversified portfolio, they’ll be well positioned to capture returns wherever they occur.

▸ Would they like to beat the performance of index funds after fees?▸ Would they like to beat the performance of index funds after fees?
  • At Macroclimate, we believe that the best way to beat the market over the long term is to leverage the most advanced financial science, in combination with low fees. Our Global Equity Portfolio — powered by Dimensional funds — has outperformed its World Index benchmark (after fees) since 2008.

▸ Would they (and you) like someone to manage their portfolio, so they and you don’t have to?▸ Would they (and you) like someone to manage their portfolio, so they and you don’t have to?
  • We’ve designed Macroclimate as a hassle-free, peace-of-mind service. Once your client’s account is open, we’ll handle the details of investing, rebalancing, and more for them. No need for them to check in more than once a year if they like.

▸ Would they like to save money on their taxes?▸ Would they like to save money on their taxes?
  • Macroclimate utilizes patented tax-efficient core equity technology and continuously seeks to optimize tax loss harvesting in an attempt to reduce their investment and overall taxes.

▸ Would they like to create a better world for their kids and grandkids?▸ Would they like to create a better world for their kids and grandkids?
  • No need to make the choice between investment performance and doing the right thing. Our portfolios overweight the most sustainable companies in every industry sector and have the same or higher historical and expected returns as standard unfiltered funds.


Test drive your clients’ state-of-the-art digital experience right now, or contact us for more information.



1  Account administration includes account setup, account funding, investment policy statements and back-office administration, as well as billing and processing of investment management fees. With client authorization, financial advisory partners may receive access to Client Portal and limited power of attorney for trading instructions. At your option, you can add your own logo/branding to the Client Portal and/or integrate our back-office feed with your existing portfolio reporting systems. Contact us for pricing on these customization options.

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