MACRO EDGE ADVISORY GROUP
An innovative private wealth and investment management firm
Who we are
At Macro Edge Advisory Group, we believe performance matters. We build customized investment portfolios using data-driven strategies, designed to predict and adapt to constantly changing markets.
Our active investment process seeks to grow and protect your wealth over time. Backed by decades of research, our strategic and nimble approach can help you stay on track toward your financial goals—no matter the market environment.
Comprehensive solutions driven by a disciplined, active approach
Our investment process is sophisticated but straightforward. We tailor your portfolio to align with your goals, risk tolerance, and evolving market conditions. Our active approach seeks to maximize upside opportunities and mitigate downside risk, relative to each client’s long-term investment objectives.
How Macro Edge is designed to help you
Our guiding principles for constructing and managing a synergistic portfolio
Active approach
that may allow portfolios to be well positioned for different market environments
Diversified
multi-asset portfolios customized to their unique investment goals and risk tolerance
Performance driven
models with potential for outperformance as well as downside protection
Systematic
strategies not susceptible to ad hoc decisions or emotional biases
Low cost
innovative, fee- and tax-sensitive investment solutions
Flexible
complete or complementary investment strategies