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.
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.
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.
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.
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.