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How Maximize Your Marketing Efforts for Better ROI
The financial planning and wealth management industry is competitive, and marketing is a [...]
The Tech Advantage: Using Technology to Strengthen Client Relationships
Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study [...]
Balanced Portfolios Are Failing Investors: Why a New Strategy Is Essential in Today’s Market
Miami, Florida – The traditional balanced portfolio, long touted as a reliable strategy for investors, [...]
Why Balanced Portfolios have failed and what can allocators do about it
We all know what happened in 2022 across financial markets. Both equity and debt [...]
MacNicol Emergence Fund Press Release – May 2024
MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.
Alt Trust Q3 Press Release
The MacNicol Alternative Asset Trust earned a 1.4% investment return, net of fees, for the quarter ending September 30, 2023. The investment environment was defined by persistent inflation, resilient economic data, and rising interest rates across the United States and Canada. The fund was mainly higher due to strong private real estate and hedge fund returns. During the third quarter, the Trust realized two notable exit transactions, and made a number of new investments.
Alt Trust Q2 Press Release
The MacNicol Alternative Asset Trust earned a 1.9% investment return, net of fees, for the quarter ending June 30, 2023. The investment environment was defined by higher interest rates, persistent inflation, and very robust labor markets in Canada and the US. The fund was mainly higher due to significant gains in land development and residential real estate partnerships due to strong housing demand in both Canada and the US.
Toronto RIA opens Miami office in bid to build US wealth business
David MacNicol, the president and founder of Toronto-based wealth and fund management firm MacNicol & Associates, started wintering in Miami to escape the blustering, snowy cold of eastern Canada.
MAAM Selected Articles
MacNicol & Associates featured articles and news posts.
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