The MacNicol & Associates Asset Management Difference:

  1. We are a team of experienced Portfolio Managers that understands the benefits of the value and risk of assets over a lifetime.
  2. We offer a truly customized, tailored plan for every client that evolves with your circumstances.
  3. We believe each individual has a specifically defined role to manage, plan, research and administer all of our clients’ portfolios.
  4. We objectively and independently advise our clients on such matters.   We are not distracted by up selling services or raising capital for businesses.
  5. We guarantee your portfolio is not limited by traditional investment options.  Instead, it is based on where you want to go.
  • We are not brokers, venture capitalists or insurance salespeople.
  • We are an independent investment firm.
  • Inquire about our unique investment platform:
    Safe Harbour Investing and Alternative Investments


Target Client

  • No Minimum
  • Currently has $1 Million on Average per Family
  • Between Several Accounts
  • Clients Should Gravitate Towards this Average Over Time

 

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