Our team at MacNicol & Associates provides personalized portfolio reviews designed to uncover inefficiencies, reduce risk, and explore unique opportunities in alternative investments. Whether you’re an individual investor or an institutional leader, we’ll assess your current allocation and highlight ways to improve diversification, performance, and protection.
“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.”
“The team at MacNicol have 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.”
What’s Included In The Review:
- Risk & Performance Analysis – Evaluate how your portfolio is performing relative to your risk tolerance.
- Diversification Check – Identify overconcentrations and introduce alternative investment strategies.
- Tailored Recommendations – Custom insights from our experienced portfolio managers.
Who This Is For:
- Investors with portfolios of $1.1M or more
- Family offices and institutions (foundations, endowments, pensions, etc.)
- Executives seeking more than just stocks and bonds
Growing Your Wealth Takes Patience and Strategy – We Can Help You Achieve Your Goals
Use this form to contact us with any questions or inquiries you may have and we’ll get back to you as soon as we can.
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Disclaimers
FOR ILLUSTRATION PURPOSES ONLY. THE TABLES/CHARTS ARE BASED ON SIMULATED RETURNS, DO NOT REFLECT TRADING OF CLIENT CAPITAL AND ARE NOT MEANT TO FORECAST, IMPLY OR GUARANTEE THE PAST OR FUTURE PERFORMANCE OF EITHER LIONSCREST FUNDS OR OF ANY PARTICULAR INVESTMENT OR ANY INDEX, WHICH WILL VARY. PLEASE REFER TO THE END OF THIS DOCUMENT FOR IMPORTANT DISCLOSURES AND CALCULATION METHODOLOGIES.
*Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that
they are designed with the benefit of hindsight and are unaudited. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Actual returns may vary for investors in Lionscrest Funds due to, among others, different management fee, arranger fee, incentive allocation rates, and the timing of investments. See end of document for certain limitations on
comparisons to an index and other information regarding calculations of returns, fees, expenses, etc.
This page is neither an offer to sell nor a solicitation of an offer to buy any securities in any fund managed by us. Any offering is made only pursuant to the relevant offering memorandum together with the relevant subscription agreement, both of which should be read in their entirety. No offer to sell securities will be made prior to receipt of these documents by the offeree, and no offer to purchase securities will be accepted prior to completion of all appropriate documentation. Past performance of a fund or partnership is no guarantee as to its performance in the future.
Any opinions expressed on this page for informational purposes.
Information and opinions presented are based on information available as of the date of this presentation. Future events, including future market events, may change the information and opinions presented. This webinar presentation as well as all materials and/or discussions associated with this webinar is for general information only and prior to making any investment decisions, you should talk to your usual investment adviser or a Portfolio Manager at MAAM.
