What are you looking for in a wealth manager?


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

▸ I’d like to beat the performance of index funds after fees▸ I’d 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.

▸ I’d like someone to manage my portfolio, so I don’t have to▸ I’d like someone to manage my portfolio, so I don’t have to
  • Tune out daily market news — and enjoy your leisure pursuits! We’ve designed Macroclimate as a hassle-free, peace-of-mind service. Once you open your account, we’ll handle the details of investing, rebalancing, and more for you. No need to check in more than once a year if you like.

▸ I’d like to save money on my taxes▸ I’d like to save money on my taxes
  • Good idea! Macroclimate utilizes patented tax-efficient core equity technology and continuously seeks to optimize tax loss harvesting in an attempt to reduce your investment and overall taxes.

▸ I’d like to create a better world for my kids and grandkids▸ I’d like to create a better world for my kids and grandkids
  • We would too! That’s why our portfolios are fossil free, deforestation free, and we overweight the most sustainable companies in every industry sector. Unlike index funds, you won’t own Exxon Mobil, coal-fired power plants or other climate risky businesses. And we donate 1% or more of our annual revenue to climate action and environmental research.

▸ I’d like to create a better world for my kids and grandkids▸ I’d like to integrate impact investing with my existing portfolio
  • If you prefer, use Macroclimate as a double bottom line strategy — performance plus impact — for just a portion of your investment portfolio. For Ultra accounts, we provide a back-office feed to seamlessly integrate with your — or your advisor’s — portfolio reporting system at no additional charge.







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