MacSween Management is 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, to achieve maximum returns and growth, or simply to optimize investment, tax, retirement, or estate strategies, our sole focus is to deliver the best results possible for our individual, high net worth, and institutional clients.
Wealth Management | Financial Advisor | Investment Strategy
Whether through personalized portfolio management or wealth management and financial planning; our investment approach revolves around three core pillars:
We invest alongside our investors. We put our money where our mouth is. Our fund is our future and we want to share that with you.
We invest (nearly) 100% of our own capital in our fund. We pay the same fees you pay, we get the same returns you get. We want to succeed and we want you to succeed along with us.
We have the unique ability to outperform with positive returns in poor markets conditions. This is unique as traditional investment products sold to the public are typically reliant on favourable market conditions. We have the ability to position our clients to generate positive returns regardless of what lies ahead.
This is active management.
We are managing your investments not just daily but by the minute. We spend countless hours developing deeply researched ideas and we execute those ideas and then monitor throughout the life of the investment or the trade. We employ the full knowledge base of our team of CFAs both within our group and extended network. It is rare to find a small firm with such a deep investment background. We are trained investment managers; not sales people.
With that said, our fund is not our only investment solution. We design portfolios to reflect your unique circumstances. They are tailored and developed according to your objectives.
We understand the importance of fees on your long term investment returns and keep our fees as low as possible. Our Global Macro Core Fund has a 1% management fee + performance linked incentive. A typical mutual fund in Canada for example charges 2.35%* on average regardless of performance.
As an example of the importance of keeping fees to a minimum; if you invested $100,000 in a typical mutual fund and earned 7% per annum for 35 years you would end with $490,765 (with a 2.35%* fee) and without fees your account would have been $1,067,658.
A typical 2.35% mutual fund fee eats up over half on your potential investment portfolio over a 35 year time horizon.
Typically, investment advisors earn their fees from managing more money, not from growing the money they already manage. As such, the incentive for a typical advisor is normally to find new clients rather than to focus on growing the investment portfolios already under management. We think that incentive structure is backwards. We have a performance linked fee where we are paid a small portion of the profits… ONLY when there are profits and your account is making new highs. If your account is not growing then we are not being paid a performance incentive.
We think this fee structure is a common sense approach that aligns our interests with yours.
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.