Investment Process | Client Involvement

Investment Process
Upon entrusting MacNicol & Associates with your portfolio, your investments will be managed in accordance with your goals, specifically designed to meet your personal needs. Prior to the investing of securities, investment professionals will thoroughly go through an analysis of a client's profile including investment objectives, risk tolerance and any income and growth requirements which need to be met. This is determined through an initial financial review and investment questionnaire. A formal investment plan and policy statement is formulated in order to clearly define these goals and objectives. Upon determining the needs of the client, one of four basic investment strategies will be implemented.