Personal Attention | Additional Benefits

Personal Attention

MacNicol & Associates work closely with clients and external advisors to ensure investment objectives are met on an on-going basis. We pride ourselves on the high level of service offered to our clients. With a team approach and international resources, as well as a proven portfolio management history, we are prepared to meet your individual investment needs.

David A. MacNicol, MacNicol & Associates’ President and Portfolio Manager is a member of the Investment Policy Committee. This committee is comprised of highly qualified investment professionals that have a global perspective across multi-industry sectors. Due to the size of the company, clients have direct access to the Portfolio Manager which is a desirable alternative to the larger investment firms. Using the information discussed during the committee meetings, the Portfolio Manager will determine the best ways to invest your funds. This takes into account your client profile and investment style, compiled from the results of the investment questionnaire that all new clients complete.