# MacroView Investment Management MacroView Investment Management is a Bank / Wealth / Trust based in Bethesda, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Bethesda, United States - **Region:** North America - **Address:** Bethesda, MD, United States - **Founded:** 2010 - **Assets under management:** Undisclosed - **Website:** macroviewim.com - **LinkedIn:** linkedin.com/company/macroview-investment-management-llc ## Regulatory record - **CRD number:** 149621 - **SEC file number:** 801-71500 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-02-26T06:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149621 ## About Founded in 2010, MacroView Investment Management registered with the SEC as an investment advisor based in Bethesda, Maryland. The firm's proximity to Washington, D.C. shapes a client roster that includes professionals, corporate executives, and non-profit organizations. Its founding team structured the practice to deliver integrated wealth management rather than siloed brokerage services, a posture common among independent RIAs that emerged in the post-financial-crisis fiduciary wave. The firm's investment strategy centers on constructing multi-asset portfolios using individual securities, mutual funds, and exchange-traded funds. Core asset classes include domestic and international public equities, investment-grade and high-yield fixed income, and real estate investment trusts. Client portfolios are managed on a discretionary basis, with the advisor tailoring asset allocation to each household or institutional account's risk tolerance and liquidity needs. MacroView does not operate proprietary fund vehicles; instead, it deploys capital through separately managed accounts. MacroView's scale reflects a boutique independent advisory practice rather than a national aggregator. The firm maintains a single office in Bethesda and serves clients across Maryland, Virginia, and the District of Columbia. Its Form ADV filings, updated annually, disclose no individual regulatory events or material disciplinary history. The firm's client base spans high-net-worth individuals and smaller institutional accounts, with a service model that bundles retirement planning, tax-aware asset location, and estate coordination. A structural marker for MacroView is its independent fiduciary status — it is not affiliated with a broker-dealer or insurance platform, a distinction that removes product-distribution incentives from its advice. This regulatory posture means the firm collects fees only from advisory agreements, not commissions. For a region dense with wirehouse branch offices and government-adjacent consultants, an unaffiliated RIA operating from Bethesda since 2010 occupies a specific niche in the local wealth advisory market. ## Questions ### Is MacroView Investment Management a broker-dealer or a fiduciary advisor? MacroView operates as a registered investment advisor and holds itself to the fiduciary standard, meaning it must act in clients' best interests. Unlike broker-dealers, it does not receive commissions on product sales. Its fee revenue derives entirely from advisory agreements disclosed on Form ADV. ### What does MacroView's typical client relationship look like? MacroView provides discretionary portfolio management combined with financial planning. Clients are usually high-net-worth households, corporate executives, or non-profits in the Washington, D.C. region. Accounts are managed as separately managed portfolios rather than pooled funds, with each allocation customized to the client's objectives. ### Does MacroView run any proprietary funds? No. MacroView constructs portfolios using individual securities, mutual funds, and ETFs. It does not sponsor or sub-advise any registered fund products. This means client capital is held in third-party custody and invested in widely available instruments rather than firm-run vehicles. ### Is MacroView affiliated with a larger financial institution? MacroView is independently owned and not affiliated with any bank, insurance company, or broker-dealer. This independence is central to its fiduciary structure, as it removes conflicts tied to distribution agreements or proprietary product quotas. ## Related profiles - [Macrolink Holdings](https://altss.com/profile/macrolink-holdings) - [MACSF](https://altss.com/profile/macsf) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/macroview-investment-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology