Wealth Management | Financial Advisor | Investment Strategy

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.

OVERVIEW

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.

OUR CLIENTS

Our clients come from a variety of backgrounds and range from successful entrepreneurs, professionals, executives, and retirees, to high net worth families and institutional investors.

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.

CONTACT DETAILS

MacSween Management Fieldhouse Capital

Address:

1829 Beaufort Ave Suite 120
Comox, BC V9M 1R9

PARTNERS

CLICK THE COMPANY NAMES BELOW TO VISIT THEIR WEBSITES

TECHNOLOGY

Hand Stitched Algorithmics
Second Phase Technologies
Multicharts LLC
Trade Station Group Inc.
Fincad
Market X-Ray

INDUSTRY

Interactive Brokers LLC
Interactive Brokers Canada Inc.
National Bank Correspondent Network
SGGG Fund Services Inc.
Cassels Brock LLP
Grant Thornton LLP
Qtrade Securities

REGULATORY

British Columbia Securities Commission
Alberta Securities Commission
Ontario Securities Commission
Financial Industry Regulatory Authority