MAAM Pro Equity Model

MacNicol & Associates Asset Management US, LLC believe in a tactical and robust style to asset management. The team has developed, backtested, and implemented a model that includes exposure to a variety of alternative assets, physical precious metals, a diverse basket of global equities, and portfolio insurance through an external hedge fund that specializes in providing portfolio insurance.

Who can invest:

• Private clients, IRA’s, 401k’s, family trusts, estates, holding companies and charitable foundations.
• Minimum portfolio size of $1.1 million US*

*Exceptions can be made on a case by case basis – Investable net worth of $2.2 million exclusive of primary residence

Portfolio Structure

About us:

• Canadian Asset Management affiliate established in 2001
• MacNicol & Associates Asset Management US, LLC opened Oct 2023
• 100% owned by principals
• Assets custodied at established third party custodians

Disclaimer: By signing up to view more about the MAAM Pro Equity Model you are claiming to be an institution or individual with a minimum of $1.1 million in investable assets.

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At MacNicol & Associates Asset Management, we manage portfolios with a focus on maximizing returns and mitigating risks. Choose us for expertise and a proven track record of achieving your financial goals. Join us and experience the difference in your investment journey. Use the form below, and we’ll get back to you as soon as we can.

Find out more about the MAAM Pro Equity Model

Call MacNicol at 1-866-367-3040

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.