Flat Fee Portfolios

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  What Type of Investment Philosophy is Right for Me?
  Active		Passive		Tactical
  	Do you feel that "managers matter?" Active Managers may be right for you if you believe that markets are inefficient and that a skilled manager can enhance expected returns and/or reduce risk.		Do you believe that the market is efficient? Passive strategies may be right for you if you believe that markets are generally efficient and that minimizing cost matters. We offer two passive approaches utilizing either ETFs or Dimensional Funds		Want your positions to adjust based on market conditions? Tactical strategies may be right for you if you believe that a dynamic approach can help protect your portfolio in bear markets and allow your portfolio to participate in bull markets.

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  Are Alternative Investment Strategies Right for Me? Alternative Investment strategies may be right for you if you seek the broadest level of diversification by adding non-correlated, non-traditional asset classes and investment strategies.

  Sample Portfolios: View sample portfolios of our investment strategies.

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  Our Fees: With the Flat Fee Portfolios maximum fee of $199/month, you could save thousands over traditional fee structures based on assets under management. Click here to view a sample of our fee audit.

  Complete Risk Profile: Answer a few simple questions to determine which investment solution may be right for you.

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  Gary Ribe, CFA, CFP^®

  Steve Esposito, CFP^®

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Please read the following important disclosures:

Pricing for accounts under $1,000,000.  The fee for accounts over $1,000,000 is a flat 0.24%.  Call to discuss pricing for endowments, trusts, and institutional accounts.

Flat Fee Portfolios is a dba of MACRO Consulting Group, LLC.

Advisory Services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission.  MACRO Consulting Group, LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

TD Ameritrade, Fidelity, Foliofn and LPL Financial are the firms that MACRO Consulting Group, LLC uses to custody our client assets.  TD Ameritrade, Fidelity, Foliofn and LPL Financial and MACRO Consulting Group are separate and unaffiliated firms and are not responsible for each other’s services or policies.  TD Ameritrade, Fidelity, Foliofn and LPL Financial do not endorse or recommend any advisor.

Please review Important Disclosure Information set forth in the last section of this web site. 

Information on this web site is directed toward U.S. residents only.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and MACRO Consulting Group are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.