PARTNERING WITH MACNICOL

Give your clients more value.

Discretionary portfolio management for planners who want a stronger solution for sophisticated clients, without building it in-house. Partnering with planners since 2010.

AS YOUR PRACTICE GROWS, SO DO YOUR CLIENTS’ QUESTIONS

How is my portfolio performing? How is risk managed? How are taxes considered? What happens if markets fall sharply?
MacNicol helps you answer each one with confidence, drawing on capabilities most planning firms don’t maintain internally.

HOW THE PARTNERSHIP WORKS

You retain:

  • The client relationship
  • Strategic oversight
  • Financial planning and broader advice

MacNicol provides:

  • White-glove servicing and direct access to the portfolio managers making decisions
  • Discretionary management with a disciplined, risk-aware approach
  • Pension-style access to private equity, real estate, hedge funds and alternative debt
  • Institutional-grade research

WHY PLANNERS CHOOSE MACNICOL

Customized portfolios

Built around each client’s goals, risk profile, tax situation, income needs and existing holdings.

Defined downside protection

Clients want to participate in the upside, and to feel protected if markets decline significantly.

Tax-aware implementation

Including tax-loss harvesting, account-specific positioning, and planning around legacy holdings where appropriate.

Cross-border capability

As a U.S.-registered RIA, MacNicol can support clients with U.S. ties, including those living, working or holding assets across the border.

Support for complex structures

Corporations, estates, donor-advised funds and personal pension plans.

Active management

We don’t simply buy and hold. We adjust sizing, add, trim or exit positions as conditions evolve.

READY FOR THE DOWNSIDE. POSITIONED FOR THE UPSIDE.

Most approaches to managing risk come at the cost of growth: more cash, more bonds, less exposure. Ours doesn’t have to.

Through dedicated tail-risk strategies, including the Safe Harbour Fund, a small, defined allocation is designed to help reduce the impact of major market shocks. The rest of the portfolio stays invested and positioned for long-term growth.

You can’t predict the next crisis. But you can be ready for it, without sitting on the sidelines.

PLANNER RESOURCES

We make it easy to work together. Registered planners have access to a dedicated set of tools and materials, including partnership details, client-ready presentations, and model portfolio information to support client conversations. Our team is also available to help identify where a MacNicol portfolio may fit, and walk through the onboarding process step by step.

THE NEXT STEP

Partnering with MacNicol doesn’t require a full portfolio overhaul. It starts with a focused conversation to:

  • Identify which clients may benefit from a more customized approach
  • Determine where downside protection may add value
  • Explore where cross-border, tax-aware or specialized structures need support
  • Map a practical path forward

STRONGER ANSWERS START HERE

If your clients are asking deeper questions about risk, let’s talk. Tell us a little about your practice and the clients you serve, and a member of our team will reach out to explore where a MacNicol partnership may fit.

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