Investment Portfolio Solutions

Flat Fee Portfolios offers several different styles of portfolio management:  passive portfolios featuring ETFs and Dimensional funds, active portfolios featuring “best of breed” investment managers and tactical strategies.  Our more traditional passive and active models have a variety of allocations available which span from conservative to more aggressive portfolios.  We also have tax-sensitive versions of these portfolios available.

In addition, Flat Fee Portfolios also offers an Alternative Investment Portfolio.  This strategy may be right for you if you seek the broadest level of diversification by adding non-correlated, non-traditional asset classes and investment strategies.

 

Flat Fee Portfolios active approach The Flat Fee Portfolios Active Strategy offers models containing actively managed mutual funds. Flat Fee Portfolios performs due diligence and screens money managers based on style, performance, and risk. A fund's fees are considered, with a focus on no-load funds and a goal of minimizing transaction fees and 12b-1 fees.

Flat Fee Portfolios looks for managers with long tenure and low turnover to limit internal trading costs.  We also review managers for style consistency.

A benefit of an active management strategy is that even in a flat market the funds can provide a positive rate of return if the managers make good choices. The risk of an active management strategy is human error, where a manager might make decisions that result in material underperformance.

 

 

Flat Fee Portfolios passive approach The Flat Fee Portfolios Passive Strategy is an approach for investors who believe that the market is efficient. These model portfolios use low cost Exchange Traded Funds (ETFs) that are designed to replicate the performance of a given market index.  It also utilizes passive strategies from Dimensional Funds.

Some benefits of ETFs and Dimensional Funds are:

  • Low costs
  • Tax-efficiency
  • Minimal tracking error relative to a portfolio’s benchmark

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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.