Daniel Cohen is the founder, managing director and chief compliance officer of MacroView Investment Management, an SEC-registered boutique wealth management firm based in Bethesda, Maryland. As a financial advisor with over 20 years of experience, he works closely with clients to design and implement comprehensive financial plans and personalized investment strategies. “We keep our clients in control of their financial life. That is our mission,” Daniel states.
Prior to starting MacroView, Daniel was part of a fixed income team that was sold to Chevy Chase Trust where he served as a director. Prior to that, he practiced reinsurance law.
MacroView is driven by deep analysis and strategic planning, with a focus on avoiding extreme volatility and losses. “While we seek to grow our clients’ wealth, we are not solely focused on beating a meaningless benchmark. We place a premium on achieving a client’s goals and managing risk through asset allocation and flexibility within our investment strategies.
What differentiates MacroView from other advisors is their fixed income expertise. Daniel explains, “we use our fixed income capabilities to achieve better risk management in an investment portfolio. Many advisors simply do not commit the time and resources to most effectively manage the fixed income allocations entrusted to their care.”
As both an attorney and a financial expert with an MBA, Daniel serves clients with a unique set of skills, experience, and knowledge—a combination that allowed him to successfully shepherd his clients through both the technology crash in 2000 and the historic financial crisis in 2008. He believes in a top-down investment approach where demographic, societal, and economic trends are key factors in portfolio management, and this investing principle has served his clients well.
Daniel looks at financial markets critically, examines a multitude of changing macroeconomic environments, and analyzes a client’s complete financial universe to formulate a financial plan to help them achieve their long-term financial goals. “What differentiates MacroView from other advisors is that we believe fixed income is an essential asset class in a financial plan and deserves an unwavering commitment of time, knowledge, and resources that only a specialist can provide,” Daniel explains.
MacroView’s team of investment experts shares this dedication to personalized investment advising, with the commitment to build long-term relationships based on trust, integrity, and open communication. They design, build, and monitor customized individual portfolios for high-net-worth clients, including individuals, non-profits, and investment advisors seeking to help improve their fixed-income management, and use both fixed income and equities to create a customized portfolio around each client’s unique goals, risk tolerance, and time horizons.
“We strongly believe that while an investor may take the important steps to determine a proper asset allocation, they then do not optimally invest the fixed income portion which often is a significant portion—30 to 40 percent, perhaps—of their investable assets. Too much time and energy is spent trying to beat the stock market,” Daniel shares. “Everything we do, every decision we make, every recommendation we convey to our clients is driven by our mission to keep our clients in control of their financial life.”
Managing Director — MacroView Investment Management, LLC
4800 Hampden Lane, Suite 200
Bethesda, Maryland 20814