Macro Strategy Advisors

Macro Strategy Advisors Group LLC is a Registered Investment Adviser based in Miami, Florida, established in August 2020. The firm offers discretionary and non-discretionary investment advisory services for high net worth individuals, trusts, family offices, and more. Clients sign an investment advisory agreement setting terms and conditions, with the firm customizing services based on financial condition, risk tolerance, and goals. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option strategies. The firm may recommend the use of Third Party Money Managers based on individual circumstances. Fees are asset-based, with negotiable advisory fees payable quarterly. The firm does not receive soft dollar benefits and does not engage in principal transactions. Clients must have a minimum of $500,000 to open and maintain an advisory account, which may be waived under certain circumstances. The firm does not vote proxies for client securities and does not calculate or charge performance-based fees. The Chief Compliance Officer oversees the firm's compliance with regulations. The firm's Privacy Policy ensures the protection of client information. The brochure supplement provides detailed information about Francisco Velasco, the Managing Director of the firm, including his educational background, certifications, business experience, and other business activities. Velasco does not have any disciplinary history and is supervised by the Chief Compliance Officer.