Investment Philosophy | Buy/Sell Criteria | Stock/Sector Selection

Investment Philosophy

The philosophy of MacNicol & Associates is to preserve and increase the wealth of its clients by achieving consistent above average long-term results. Our strategy includes a disciplined focus, which provides clients with more diversification and less risk by reducing investment exposure to the factors of any single sector or country.

MacNicol & Associates is ideal for investors who

• Have a moderate tolerance for risk and wish to grow their capital
• Want access to an equity manager with a disciplined conservative approach
• Want the opportunity to invest globally in multiple markets and sectors

Our independence, controlled size, investment experience and commitment to our clients, make our firm an attractive alternative to larger firms in the investment industry. MacNicol & Associates is wholly owned by the principal of the firm.