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| What Type of Investment Philosophy is Right for Me? | |||||
| Active | Passive | Tactical | |||
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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.  |
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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 |
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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. |
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.
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Sample Portfolios:View sample portfolios of our investment strategies. |
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.
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Complete Risk Profile:Answer a few simple questions to determine which investment solution may be right for you.
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At Flat Fee Portfolios, we recognize that drilling down to determine what exactly you’re paying takes time and expertise. That’s why we’re here to help. Our team of CFA Charterholders can conduct a customized fee audit to help you understand exactly what you’re paying and what it will mean to your net worth over time. Click on the links below to view a sample fee audit and to request your own customized fee audit today!
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 service offering of MACRO Consulting Group, LLC.
Advisory Services offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
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Information on this web site is directed toward U.S. residents only.