Digital Wealth Management

performance plus impact at low cost

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About Our "Fee-Only" Services

Our comprehensive “fee-only” services cover development of portfolio policies and asset allocation plans, on-going research and analysis, and day-to-day management and execution of the individual investment portfolios.

We accept no commissions, soft dollars, or other hidden costs often associated with the asset management industry. Transaction cost savings, if any, are passed through to clients.

What is a fiduciary advisor?

The fiduciary standard of care requires that we act solely in the client’s best interest when offering personalized financial advice. Learn more abut the difference between fiduciary and suitability standards.

More information about our investment philosophy and capabilities.



State-of-the-Art Digital Technology

Macroclimate uses secure state-of-the-art web technology to automate service delivery for your convenience, lower cost, faster response, and improved learning and understanding of core investment concepts and trade-offs for better decision making.

Automation means self service — any time, anywhere. This is especially true during the initial portfolio design phase as you explore investment alternatives and trade-offs using our interactive “what if” Risk Profile tool. Other self service features and benefits include streamlined account opening process, 24x7 availability of portfolio performance reports — updated as of yesterday’s close — and free online access to MoneyGuidePro professional-grade financial planning tool.

Automation also means enhanced services. For example, graphical performance reports are interactive for improved clarity and understanding. Automation also plays an important role in our internal operations — we utilize state-of-the-art algorithmic rebalancing to facilitate timely cash management, tax minimization and cost-effective trading for your benefit.

 

Over $100 million of assets sustainably managed

Our commitment to you regarding Information Security & Privacy