Investment Partners

We have access to diversify amongst hundreds of different investment strategies and philosophies, but unique private client access to Columbus Macro, LLC.

Exclusive investment research is available to you through Columbus Macro, LLC. Columbus Macro, LLC provides us—and you—with tools, resources and insights to help you pursue your goals and carefully manage risk.

Through Columbus Macro, LLC, we have access to outstanding resources to deliver sound investment advice and insights to you, from thought leadership on the latest detailed market information to investment perspectives, and more.

Unbiased Thought Leadership

Columbus Marco, LLC is dedicated to producing unbiased research. We benefit from this high level of independent research to help identify the best means for you to reach your financial goals. Columbus Marco, LLC gives us the power to access a large-scale, regimented body of research, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation guidance
  • Money manager recommendations
  • Model portfolios
  • Performance monitoring tools

Here’s how the cornerstones of Columbus Marco’s investment research philosophy help you:

Proactive: Columbus Marco provides us with research that uses forward-looking macroeconomic assessment of the market climate. This allows us to determine which areas of the market may hold the greatest opportunity. The research team covers multiple areas of expertise, to ensure that we have access to a broad range of research resources to fit your individual needs.

Responsive: Columbus Marco’s team of experts is here as a partner, to help financial professionals understand the complexities of the market by supporting them with a structured process focused on their clients’ long-term goals. In addition to numerous publications for advisors and monthly conference calls, the Columbus Marco Investment Management team is available for one-on-one discussions.

Consistent: Columbus Marco uses a disciplined, regimented process to support clear long-term goals for you and your advisor. By evaluating a broad range of market indicators, including economic growth projections, market liquidity, interest rates, the political environment, inflation expectations and consumer spending, Columbus Marco is able to offer consistent portfolio advice to financial advisors.

Columbus Marco, LLC is an SEC registered investment adviser. Columbus Marco, LLC provides market perspectives, portfolio guidance, investment research, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
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We also have access to many other investment companies.

Click below for an example.

The link provided above is a listing of some of the investment companies that CRA has provided to assist shareholders in these funds. This listing is not an endorsement, nor is it a solicitation. This list is purely for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.