MacSween Management, an independent portfolio management group of Fieldhouse Capital Management Inc, located in the beautiful Comox Valley, on Vancouver Island, BC. More than just a financial advisor, our wealth management and investment strategies are designed specifically to help our clients achieve their investment goals. Whether seeking to minimize risk and protect your assets, achieve maximum returns and growth, or simply optimize investment, tax, retirement, or estate strategies, our sole focus is on delivering the best results possible for our individual, high net worth family, and institutional investors.
Wealth Management | Financial Advisor | Investment Strategy
Whether through our highly personalized portfolio management or our wealth management and financial planning, the hallmarks of our investment approach revolve around three core pillars;
Performance: Better performance and absolute positive returns despite what the market is doing. A well-designed portfolio should reflect your unique circumstances and be tailored and developed according to your objectives.
Lower Fees: Fee only portfolio management combined with lower fees (often half of industry standards) means more money back in your pocket and greater compounded returns. We are completely transparent regarding fees, expectations, risks, and act as fiduciaries in our clients best interest.
Protection: Asset protection by minimizing drawdown risk and keep your money safe in the event of a market correction. We do this through the use of superior risk management achieved by a mix of long and short positions (the pairing of risk), as well as through asymmetric risk/reward trades where at all possible.
Our entire team is dedicated to helping our clients both build and preserve their wealth and delivers on this promise with both outstanding professionalism and the highest qualifications.
We protect your wealth as if it were our own; carefully, professionally, and competently.
If you appreciate the value of having a professionally managed portfolio, need a professional to walk you through customized retirement planning options, or would simply like a second opinion on your investments, let’s begin a conversation.
And while their backgrounds differ slightly, they all have one thing in common; they all appreciate that strategic investing requires full-time dedication and the skills and expertise to manage your portfolio safely and profitably. This is why our clients choose MacSween Management.