What happens to your portfolio if the market tanks? It will probably tank. The MacNicol Downside Protection Fund could provide portfolio insurance and protect your wealth today, no matter the market conditions.
“Our clients entrust us with not only their wealth, but also their legacy. We take that responsibility seriously and provide solutions that balance growth, preservation, and opportunity.”
Investment Approach
MacNicol & Associates Asset Management specializes in building customized investment portfolios designed to preserve and grow wealth for high-net-worth individuals, families, and institutions. The firm combines a disciplined, fundamentals-driven approach with access to alternative asset investments that are typically not available to individual investors.
MacNicol & Associates Asset Management also offer client tail risk protection through their exclusive Downside Protection Fund. The Fund offers individuals and institutions portfolio insurance through an option strategy designed to protect portfolios from significant losses especially during “Black Swan” events or large market downturns.
By diversifying across traditional equities, fixed income, private equity, venture capital, and real assets, the firm strives to deliver consistent long-term results while managing volatility and protecting capital. MacNicol’s philosophy is rooted in fiduciary responsibility, client transparency, and delivering institutional-quality portfolio management with a personalized, boutique-level client experience.
Ideal Client
MacNicol & Associates serves individuals, families, trusts, and institutions who seek more than conventional wealth management. Their ideal client values disciplined stewardship, access to alternative investments, and a partner who can help protect wealth while pursuing meaningful long-term growth.
Household Minimum
Average Family Relationship ~ $2 MM
Fees
Sliding scale starting at 1.5% on the 1st $2 MM
On-boarding
White glove hybrid, personalized discovery and portfolio transition
Custodians
Raymond James, Interactive Brokers and others.
