OUR APPROACH

Your portfolio. Custom-built, actively managed at every stage. 

 

We build discretionary portfolios around what matters most to you, then actively adapt the strategy as your goals, circumstances, and the markets evolve.

$1B+ 

In assets under management and advisement.  

25+ 

Years actively managing through full market cycles.

$2M+ 

Average investable assets per private client.

TRUE FIDUCIARIES 

As a fiduciary, we are obliged to act in our clients’ best interests. 

That means our decisions are guided by what is right for you – not by product quotas, or one-size-fits-all funds. 

It is a standard of care that shapes how we build tailored portfolios, how we communicate, and how we make decisions on your behalf: with independence, transparency, and accountability. 

BEYOND TRADITIONAL PORTFOLIO MANAGEMENT 

We take a broader view.
A pension-style approach.  

The world’s largest investors have long benefited from a broader opportunity set. Our goal is to make that same institutional-quality portfolio construction more accessible to individual investors. 

That means looking beyond traditional asset classes, incorporating real assets, private investments, and alternative strategies.  

The result is a truly diversified portfolio designed to be more resilient across a wider range of outcomes — so you can move forward with greater confidence, through changing market conditions and over the long term. 

CONTACT US

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    HOW WE INVEST 

    A few things that make this different from the manager you may have 

    Most portfolios are allocated, not managed.  

    Built once, checked occasionally, then left alone while markets, goals, and circumstances keep changing. We do not work that way. 

    We monitor positions, adjust sizing, add what is compelling, and exit what is not. We will also tell you what we passed on and why. 

    What that means for you:
    A portfolio that keeps working toward your goals — whether that means growing wealth, enjoying retirement, or building a legacy for your family. 

    To us, diversification is more than owning the major indices. 

    It means thoughtfully combining different sources of return including value and growth equities, real assets, and alternative strategies that perform independent of the public markets.  

    What that means for you:
    A more thoughtfully diversified portfolio built to pursue growth while reducing reliance on any one market outcome. 

    Even a well-diversified portfolio can be vulnerable during periods of severe market stress. A portfolio that loses 40% needs to gain 67% just to breakeven.

    That is why every portfolio includes dedicated portfolio insurance designed to help protect against sharp market dislocations. This is a built-in layer of protection seldom found elsewhere.

    What that means for you:
    Built-in layer of protection, helping your portfolio stay invested when diversification alone may not be enough.

    A portfolio managed in isolation from the rest of your financial life.  

    Investment decisions need to connect to the bigger picture — including tax planning, estate considerations, income needs, and long-term family goals.  For some clients, that may also involve more specialized accounts, such as Personal Pension Plans, to help structure wealth more efficiently.  

    We collaborate alongside your financial planner, tax lawyer, and CPA. Where that structure does not yet exist, we can help build a financial plan.  

    What that means for you:
    A more coordinated approach to growing, protecting, and passing on wealth. 

    Cross-border wealth comes with added complexity. Tax rules, investment accounts, currency exposure, and estate considerations can all change once your life or assets span Canada and the United States.  

    As a U.S.-registered RIA, we can help you navigate financial ties on both sides of the border.  

    What that means for you:
    More clarity, better coordination, and a plan designed to work across borders. 

    ACCESS BUILT OVER TIME 

    A network built over twenty five years.  

    we have built a network of research relationships and alternative investment partners that helps shape how we invest. 

    Those relationships give us access to differentiated ideas, institutional-quality opportunities, and specialized strategies that are not easily replicated through conventional portfolio construction. 

    That means broader access, deeper insight, and a more informed approach to building resilient portfolios. 

    FEATURED ACCESS — MACNICOL SAFE HARBOUR FUND 

    The MacNicol Safe Harbour Fund is the exclusive Canadian feeder fund to Lionscrest Advisors Ltd who provide access to Universa Investments L.P., an $18 billion institutional investment management firm and one of the foremost experts in managing and exploiting tail-risk (risk mitigation) since it was founded by President and CIO Mark Spitznagel and for which Nassim Nicholas Taleb is the Distinguished Scientific Advisor.

    THE LONG VIEW 

    Markets move. We’ve been watching them long enough to know what that looks like. 

    The causes may change, but the patterns are often familiar. That experience helps us build portfolios with a longer view, a steadier hand, and a stronger focus on resilience. That perspective helps us stay disciplined when it matters most, so your portfolio remains aligned with your long-term goals. 

    WHO WE WORK WITH 

    The right fit depends on what you’re trying to protect 

    FOR INDIVIDUALS 

    Your goals. Your legacy. 

    You’ve spent years building wealth. You deserve a portfolio that protects and grows it. One that is built around your goals, tax situation, family structure, and the legacy you are building. — not a standard model with your name on it. 

    FOR PLANNERS 

    A true extension of your practice 

    Every recommendation reflects your reputation. We work alongside CFPs and CPAs, delivering disciplined discretionary portfolio management and clear communication – while keeping you in the relationship. 

    FOR INSTITUTIONS 

    Your mandate. Your board. 

    Foundations, family offices, and endowments need consistent, explainable returns across a long horizon. We build solutions around governance requirements, cash needs, and long-term objectives — results your board can stand behind. 

    THE NEXT STEP 

    Let’s talk about what matters most to you 

    Whether it’s your own goals and legacy, your clients’ futures, or the returns your mandate demands, this is the conversation where we figure out if we’re the right team for it. 

    WHAT TO EXPECT 

    • A real conversation.  Not a sales process. We’re evaluating fit as much as you are. 
    • Your full picture.  Goals, structure, tax situation, what you’ve tried before. We’ll talk about it all. 
    • Honest clarity.  Including what we’d pass on, and why, if the fit isn’t right.