MacNicol & Associates, a leading force in Asset Management Florida, is dedicated to safeguarding and maximizing client wealth through a strategic and disciplined approach to global investing. Our strategy's core is a disciplined approach designed to yield excellent returns while effectively managing risk. This approach, which revolves around our commitment to diversification, crucial to reducing a portfolio's exposure to the unpredictable political and economic factors inherent in any single country or a specific sector, coupled with a commitment to long-term growth—positions MacNicol & Associates as a frontrunner in the field of Asset Management in Florida. So, if you're seeking expert Asset Management services in Florida, we are the premier choice to help you explore and identify the opportunities that align with your financial objectives.

1. Choose MacNicol & Associates
for Asset Management in Florida

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MacNicol & Associates, a leading force in Asset Management Florida,
is dedicated to fulfilling its mandate of safeguarding and maximizing client
wealth through a strategic and disciplined approach to
global investing.
Founded in 2001 by David MacNicol to offer professional global
investment management and advisory services to
INDIVIDUALS
FAMILY TRUSTS
ESTATES
HOLDING COMPANIES
CHARITABLE FOUNDATIONS

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The mandate of MacNicol & Associates is to safeguard and maximize
client
wealth by delivering significant long-term growth through
At the core of MacNicol & Associates' strategy is a disciplined
designed to yield excellent returns while effectively managing risk.
This approach is intended to provide excellent returns,
while limiting risk through diversification and
reducing the portfolio’s exposure to the
political and economic factors of any
single country or specific sector.
WHAT SETS MACNICOL & ASSOCIATES APART

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Backing our investment initiatives is a consortium of
seasoned research professionals. Their expertise and
dedication empower
us to make informed decisions, stay ahead of market
trends,
and identify lucrative opportunities. In a world where
financial landscapes can change rapidly, our commitment
to research excellence ensures that our clients benefit
from the latest insights and strategies in asset
management across Florida.
INFORMED BY RESEARCH EXCELLENCE
A consortium of experienced and seasoned research
professionals supports MacNicol & Associates investment
initiatives.
In addition to the members of the Investment Committee,
the company is part of a worldwide network of investment
specialists that contribute to research and planning strategies.
For those seeking premier asset management in Florida,
we stand as a beacon of reliability and performance.

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We meticulously analyze global markets, identifying opportunities
that align with our clients' financial objectives. This proactive
strategy empowers us to stay ahead of market trends, seizing
opportunities
for growth while mitigating potential risks.
Our primary focus is on delivering substantial long-term growth,
ensuring
that our clients reap excellent returns on their investments. This
commitment
is underscored by our unwavering dedication to risk management,
achieved through diversification strategies that mitigate exposure
to the ever-changing political and economic factors of any single
country or specific sector.
GROWING YOUR PORTFOLIO
WITH MACNICOL & ASSOCIATES
So, if you're seeking expert Asset Management
services
in Florida, we are the premier choice to help you
explore
and identify the opportunities that align with your
financial objectives.

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Since 2010, we have teamed up with financial advisors assisting
them
and their top clients with our boutique investment management
service.
ADVISORS
ADVANTAGES TO REFER A CLIENT:
Advisor stays as primary relationship manager Advisor shares in 50%* of the management fee
Clients often reduce their portfolio management fees
Advisor delegates reporting and investment responsibility to
us, creating more time to focus on growing their business
Customized and personalized client reporting and year-
end tax summarizing
Give client access to non-traditional assets such as commodities,
private real estate, third party hedge funds and private equity through
one single product and manger.

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Whether you seek income generation, capital appreciation,
or a balanced approach, we have a solution that will meet your
institution’s needs. Our experienced team combines deep market
expertise, quantitative analysis, and qualitative insights to deliver
strategies that align with your long-term financial goals.
Through our underlying limited partnerships, we invest
in a diversified portfolio of over 100 private equity, private
real estate, and hedge fund investments. We have
an audited track record of success in adding value
during down markets, underpinning our strong
foundations, viability, and useability
in institutional investment portfolios.
INSTITUTIONAL ASSET MANAGEMENT

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We are committed to addressing the unique investment
objectives and risk profiles of institutions like yours.
Customized portfolios tailored to your organization’s
specific investment goals and objectives.
A robust alternative asset program
with over two decades of experience.
Comprehensive custodial support and
a seasoned and diverse investment team.
Lower fees compared to retail investment products.

9. THANK YOU
macnicol.com