Passionate • Dedicated • Professional

Achieve Your Goals With Purpose and Strategy

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

Alternatives

Wide Range of Alternatives

Award-winning alternative asset strategies that consistently outperform.

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Competitive Track Record

Competitive Track Record

Redefining alternative investing since 2001.

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Advisors

Advisor Partnerships

Boutique investment management service for advisors and top clients.

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How We Partner with Financial Advisors and Clients in Miami, Florida

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:
lighthouse

FULL-SERVICE INDEPENDENT MODEL

  • Combining the benefits of a wirehouse model with the benefits of being an independent advisor
  • MacNicol & Associates Asset Management 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

What Our Clients Have to Say

“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.”
— Mrs. P.S.

“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.”

— Dr. T.M.

“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.”

— Mr. S.P.

“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.”

— Ms. A.P.
“At your recent presentation… I was able to speak with a small number of MacNicol clients, all of which spoke glowingly of this company.”
— Mr. A.B.

“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.”

— Mr. S.F.

“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.”

— Mr. D.W.

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.