Alternative Investment Solutions that Speak for Themselves
Do you have a portfolio size of at least $1.1 million USD? Is your portfolio set up for optimal capital growth? MacNicol & Associates Asset Management has the investment solutions and strategies you need to help meet your long-term financial goals. Our funds are managed by investment professionals who are experts in their field. Contact us to explore our wide range of investment solutions.
About Us
- Canadian Asset Management affiliate established in 2001
- MacNicol & Associates Asset Management US, LLC opened October 2023
- Private clients, IRA’s, 401k’s, family trusts, estates, holding companies and charitable foundations
- 100% owned by principals
- Assets custodied at established third party custodians
- Strong administrative support
- Highly qualified investment professionals with international experience
What Our Clients Have to Say
“I have been with MacNicol & Associates since 2007 and can, without reservation, attest to the capability of this firm. The market has been through some peaks and valleys, but David and his staff have always remained solid and innovative. I am very pleased with the returns on my portfolio, but more importantly value David’s transparency and regular communication with me. No major moves are done without explanation first and my consent. Portfolio status and strategy are reviewed on a regular basis. The associate staff has always been very responsive and easy to deal with.
I am not in the financial field and and this means that I essentially have to put my trust in this firm. I didn’t simply hand over my trust however..They have earned it.”
“A big congratulations on another milestone. It’s a tough business and a terrific accomplishment to be serving your investors for over two decades. As an investment partner and client, I have always appreciated the partnership and friendship. Best of luck going forward to you and the team.”
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
“Thank you for your recent advice concerning my personal financial matters. Since I have been a client of MacNicol & Associates (2001) you have assisted me with not only my investments but also other personal financial matters. David, it is very comforting knowing that you always have my best interest at the forefront of your decision making. Thank you for your personal attention.”
“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.”
“MacNicol & Associates Asset Management is a firm that offers the best of Bay Street. Dave MacNicol is both exceedingly well-informed and exceedingly well-mannered, two equally important qualities when it comes to the matter of personal finance.”
“The team at MacNicol has 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.”
The MacNicol Pro Equity Model*
Over the past five years, the MAAM Pro Equity Model continued to excel with a growth rate of 23%, compared to the S&P 500’s 13%. Since inception, our model has maintained its competitive edge with an annual growth rate of 16%, while the S&P 500 grew at 12%. These results underscore the effectiveness of our investment strategies and the dedication of our team to navigate market complexities and capitalize on opportunities.
*All figures are in US Dollars and all returns are net of all fees. All returns are backtested. The strategy has been thoroughly tested, developed and implemented by MacNicol & Associates Asset Management inc. Results are not guaranteed and there are risks involved in investing in this model. Loss of principal may occur. Past results are not guarantee of future results. Model inception September 1, 2010.
Recognitions
Don’t just take our word for it. Have a look at the industry accolades.
2017 Global Macro / Managed Futures / Multi Strategy – Best 1 year Return (3rd place)
MacNicol Absolute Return Fund
2020 Global Macro / Managed Futures / Multi Strategy – Best 1 year return (3rd place)
MacNicol Alternative Asset Trust
2020 Global Macro / Managed Futures / Multi Strategy – Best 3 year return (2nd place)
MacNicol Alternative Asset Trust
2020 Global Macro / Managed Futures / Multi Strategy – Best 3 year Sharpe Ratio (3rd place)
MacNicol Alternative Asset Trust
2022 Private Equity – Best 5 year return (2nd place)
MacNicol Emergence Fund
2022 Private Equity – Best 3 year return (3rd place)
MacNicol Emergence Fund
2022 Global Macro / Managed Futures / Multi Strategy – Best 3 year Sharpe Ratio (3rd place)
MacNicol Alternative Asset Trust
2023 Private Equity – Best 5 Year Return (3rd place)
MacNicol Emergence Fund
2024 Private Equity – Best 5 Year Return (3rd place)
MacNicol Emergence Fund
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Discover how our unique approach and commitment to excellence can help you achieve your investment objectives.
Tons of Alternative Investment Content
Disclaimers
- Advisory services are provided by MacNicol & Associates Asset Management. The firm is registered as an investment advisor with the United States Securities and Exchange Commission (SEC) and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
- You should consult with a professional advisor before implementing any strategies discussed. All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark.
- Alternative investments are speculative and involve a high degree of risk. Investors could lose all or a substantial portion of their investment. Investments may be illiquid, and there may be significant restrictions on transfers. Alternative investments may be leveraged, and their performance may be volatile. These investments may involve complex tax structures.
- Model returns have inherent limitations, especially the fact that they do not represent the performance of any particular client. Actual clients’ accounts may be managed differently in response to changes in economic conditions, account restrictions, and/or the client’s investment objectives. Hypothetical performance results may not be as reliable as actual returns from clients’ accounts. All results are presented net-of-fees and include dividends and capital gains.
- In constructing actual portfolios for clients, we might deviate from the asset allocation and investments utilized in this model. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
- The MAAM Pro Equity Model was developed, evaluated, and backtested by MacNicol & Associates Asset Management US, LLC. Results for the overall model are backtested and are net of all fees that will be charged to a client. Investing involves risks, including the potential loss of principal. The model that gave rise to these backtested performance results is one that the adviser is now using in managing clients’ accounts. All figures in this deck are net of all fees, and expenses.
- *The MAAM U.S. LLC returns are in US Dollars and all returns are net of all fees. Model returns are backtested results and may not represent actual returns for an investor moving forward.