Why Join MacNicol?

MacNicol & Associates Asset Management was founded by David MacNicol to offer professional global investment management and advisory services to individuals, family trusts, estates, holding companies and charitable foundations.

We’re interested in partnering with RIA’s with a book of business between $50 and $100 million. Here’s what we can offer:
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FULL-SERVICE INDEPENDENT MODEL

  • Combining the benefits of a wirehouse model with the benefits of being an independent advisor.
  • MacNicol and Associates assumes responsibility of compliance, and operation oversight. Additionally, if the advisor wishes, we can take care of the asset management so the advisor only has to worry about managing the relationship and can focus on planning.

ASSET MANAGEMENT

  • We accept international business
  • Advisors will have access to a team of portfolio managers; all portfolios can be customized.
  • Access to Alternative Assets, including Private Equity, Private Real Estate, and Hedge Funds.

MULTI CUSTODIAL OFFERING

  • Best-in-class opportunities through partnerships with multiple custodians.
  • Advisor-driven support providing partners with robust tools and resources to help meet clients’ individual needs.

COMPENSATION

  • Higher Payout than other RIAs · All advisors are equity holders

GROWTH OPPORTUNITIES

  • Equity is adjustable to growth; the more you grow, the more equity you get · Marketing support for business development

PARTNERSHIP CULTURE

  • A true partnership. Every new advisor has a voice and vested interest in our success.

“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.”

Join MacNicol’s Financial Advisors and Asset Managers in Florida

Since 2010, we have teamed up with financial advisors assisting them and their top clients with our boutique investment management service.

Click here to learn more or to schedule an appointment with us.