Institutional Asset Management
Whether you seek income generation, capital appreciation, or a balanced approach, we have a solution that will meet your institution’s needs. Our experienced team combines deep market expertise, quantitative analysis, and qualitative insights to deliver strategies that align with your long-term financial goals.
Our Approach
Our team of experts meticulously analyzes alternative assets, including real estate, private equity, and infrastructure, to provide you with superior diversification and mitigate risk.
Modeled after the Yale Foundation, we combine deep market knowledge with comprehensive research, finding investment opportunities that align with your goals and deliver compelling returns.
Your institution’s plan is unique, and we treat it as such. We work closely with you to develop personalized investment strategies that address your goals and regulatory requirements.
Why Choose MacNicol & Associates?
Through our underlying limited partnerships, we invest in a diversified portfolio of over 100 private equity, private real estate, and hedge fund investments. We have an audited track record of success in adding value during down markets, underpinning our strong foundations, viability, and useability in institutional investment portfolios.
We are committed to addressing the unique investment objectives and risk profiles of institutions like yours.
- Customized portfolios tailored to your organization’s specific investment goals and objectives.
- A robust alternative asset program with over two decades of experience.
- Lower fees compared to retail investment products.
- Comprehensive custodial support and a seasoned and diverse investment team.
What Our Clients Have to Say
“The team at MacNicol has assembled a portfolio solution that is quite unique in Canada, and is most suited to my largest clients. The combination of equities, hedge funds, private equity, real estate, and other bespoke solutions have resulted in a protected journey when traditional equity markets are challenged, while participating in upside opportunity. Many claim “pension-style” management, but MacNicol delivers.”
“Thank you for your recent advice concerning my personal financial matters. Since I have been a client of MacNicol & Associates (2001) you have assisted me with not only my investments but also other personal financial matters. David, it is very comforting knowing that you always have my best interest at the forefront of your decision making. Thank you for your personal attention.”
“A big congratulations on another milestone. It’s a tough business and a terrific accomplishment to be serving your investors for over two decades. As an investment partner and client, I have always appreciated the partnership and friendship. Best of luck going forward to you and the team.”
“We’ve developed a great partnership with MacNicol & Associates. Their dedication to our client’s investment success is evident. We admire the disciplined approach, proven track record, and leading-edge solutions that are so hard to find in one relationship.”
“MacNicol & Associates Asset Management is a firm that offers the best of Bay Street. Dave MacNicol is both exceedingly well-informed and exceedingly well-mannered, two equally important qualities when it comes to the matter of personal finance.”
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
“I have been with MacNicol & Associates since 2007 and can, without reservation, attest to the capability of this firm. The market has been through some peaks and valleys, but David and his staff have always remained solid and innovative. I am very pleased with the returns on my portfolio, but more importantly value David’s transparency and regular communication with me. No major moves are done without explanation first and my consent. Portfolio status and strategy are reviewed on a regular basis. The associate staff has always been very responsive and easy to deal with.
I am not in the financial field and and this means that I essentially have to put my trust in this firm. I didn’t simply hand over my trust however..They have earned it.”
Recognitions
Don’t just take our word for it. Have a look at the industry accolades.
Second place for Private Equity – 5 Year Return
MacNicol & Associates Emergence Fund
Third place for Private Equity – 3 Year Return
MacNicol & Associates Emergence Fund
Third place for Global Macro/Managed Futures/Multi-Strategy
– 3 Year Sharpe Ratio
MacNicol & Associates Alternative Asset Trust
Let’s discuss your Alternatvie investment needs and goals.
Discover how our unique approach and commitment to excellence can help you achieve your investment objectives.
