MacNicol is pleased to offer Advisors a unique partnership opportunity to refer clients to our discretionary portfolio management program.

Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.

Advantages to refer a client:

  • Advisor stays as primary relationship manager
  • Advisor shares in 50%* of the management fee
  • Clients often reduce their portfolio management fees
  • Advisor delegates all investment trades, record keeping and investment responsibility to us, creating more free time
  • Client now has access to investments they may not have had access to previously (Stocks, Bonds, Alternative Investments, Private Equity and Third Party Hedge Funds)
  • Customized and personalized client reporting and year end tax summarizing
meeting

TO SCHEDULE A MEETING, PLEASE CONTACT US TODAY!

Use the form below,  and we’ll get back to you as soon as we can.