Macroview Investment Management LLC

MacroView Investment Management LLC, established in 2010, is an investment adviser specializing in personalized, discretionary investment management services. The firm's principal owner is Daniel J. Cohen. Services include Personal Wealth Management, Zoe Financial, Inc. Platform, Separately Account Management/Sub-Advisory Services, Retirement Plan Consulting, and Financial Planning Services. The firm manages assets totaling $296,892,087 as of December 31, 2024, with a minimum initial investment of $300,000. Fees for investment management services are typically up to 1.5% annually, negotiable based on various factors. The firm may receive referrals from Zoe Financial, Inc., compensating them based on a percentage of fees received. MacroView employs a top-down investment approach, utilizing fundamental, technical, cyclical, and charting analysis. Investment strategies include long-term purchases, short-term purchases, and trading. Risks involved in investing include market risk, equity market risk, company risk, fixed income risk, ETF and mutual fund risk, and management risk. The firm does not receive performance-based fees and acts with discretion in managing client accounts. Clients receive regular account reviews and reports, and the firm does not vote client securities.