Between fielding phone calls regarding social security taxation and E-mails about contribution limits, it’s hard to find the time to design and manage equity and bond portfolios, let alone alternative investments. Macro Sky provides the resources needed for you to manage alternative portfolios in house, bringing value to your clients and reducing the possibility of losing assets to an outside money manager.
We help advisors achieve long term wealth preservation and growth for their clients by limiting downside risk and maximizing upside potential through alternative investment strategies.
We focus on a macro economic viewpoint rather than trying to pick the next up and coming stock. This allows us to serve you with a long term strategy that suits your needs.
Asset allocation is the most important determinant of returns, accounting for more than 90% of performance, according to experts. In fact, the wealthiest and wisest man in history had this to say about investing, in the book of Ecclesiastes 11:2.
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
This strategy combined with tactical rebalancing keeps transaction costs low and optimizes returns for your clients.
Every investor should have access to alternative investments within their portfolio; we provide that.
What Do We Focus On?
We focus on publicly traded alternative investments that can protect and grow wealth. In practice, we focus on three main sectors that drive and balance our alternative strategies.
Real Estate & Land
- Real Estate
- Base Metals
- Iron Ore
- Rare Earths
What Makes Us Uniquely Qualified to Help Your Firm?
Our founder, Jestin Davis, is a Chartered Economist® (ChE) as well as an Accredited Financial Analyst® (AFA), certified through the Global Academy of Finance & Management®. He has been a licensed financial advisor since 2010, serving as advisor to individuals, families, and business owners. Jestin has been featured multiple times in local media outlets as an expert regarding Department of Labor Regulations affecting corporate retirement plans.
A proven business leader, he was able to start and grow a digital marketing company that focused on the financial services industry. The growth of that company led to co-founding a private equity firm that focused on communication center business and commercial real estate, specifically in HUB Zone and Opportunity Zone locations.
In managing his own investments, Jestin began to notice the lack of alternative investment options offered by traditional financial firms as well as the lack of systemic risk management from most investment banks. Thus began the journey to find the best investment options with the least amount of downside risk, in order to build and protect his family’s legacy. At the request of family, friends, and business associates, he began to share these strategies and Macro Sky was born.
Macro Sky helps financial advisors protect their clients’ wealth and grow their assets under management through alternative investment strategies. Let’s connect today.