1 / 9

Choose MacNicol & Associates For Asset Management in Florida

MacNicol & Associates, a leading force in Asset Management Florida, is dedicated to safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Our strategy's core is a disciplined approach designed to yield excellent returns while effectively managing risk.

macnicol
Download Presentation

Choose MacNicol & Associates For Asset Management in Florida

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Choose MacNicol & Associates for Asset Management in Florida

  2. MacNicol & Associates, a leading force in Asset Management Florida, is dedicated to fulfilling its mandate of safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Founded in 2001 by David MacNicol to offer professional global investment management and advisory services to INDIVIDUALS FAMILY TRUSTS ESTATES HOLDING COMPANIES CHARITABLE FOUNDATIONS

  3. WHAT SETS MACNICOL & ASSOCIATES APART The mandate of MacNicol & Associates is to safeguard and maximizeclient wealth by delivering significant long-term growth through global investing. At the core of MacNicol & Associates' strategy is a disciplined approach designed to yield excellent returns while effectivelymanaging risk. This approach is intended to provideexcellent returns, while limiting risk throughdiversification and reducing the portfolio’sexposure to the political andeconomic factors of any singlecountry or specific sector.

  4. INFORMED BY RESEARCH EXCELLENCE Backing our investment initiatives is a consortium of seasoned research professionals. Their expertise and dedication empower us to make informed decisions, stay ahead of market trends, and identify lucrative opportunities. In a world where financial landscapes can change rapidly, our commitment to research excellence ensures that our clients benefit from the latest insights and strategies in asset management across Florida.  A consortium of experienced and seasoned research professionals supports MacNicol & Associates investment initiatives. In addition to the members of the Investment Committee, the company is part of a worldwide network of investment specialists that contribute to research and planning strategies. For those seeking premier asset management in Florida, we stand as a beacon of reliability and performance. 

  5. GROWING YOUR PORTFOLIO WITH MACNICOL & ASSOCIATES We meticulously analyze global markets, identifying opportunities that align with our clients' financial objectives. This proactive strategy empowers us to stay ahead of market trends, seizing opportunities for growth while mitigating potential risks. Our primary focus is on delivering substantial long-term growth, ensuring that our clients reap excellent returns on their investments. This commitment is underscored by our unwavering dedication to risk management, achieved through diversification strategies that mitigate exposure to the ever-changing political and economic factors of any single country or specific sector. So, if you're seeking expert Asset Management services in Florida, we are the premier choice to help you explore and identify the opportunities that align with your financial objectives.

  6. ADVISORS 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  Advisor delegates reporting and investment responsibility to us, creating more time to focus on growing their business Clients often reduce their portfolio management fees  Give client access to non-traditional assets such as commodities, private real estate, third party hedge funds and private equity through one single product and manger.  Customized and personalized client reporting and year-end tax summarizing 

  7. 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. 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.

  8. We are committed to addressing the unique investment objectivesand 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.

  9. THANK YOU macnicol.com

More Related