"Investment management demands a tax-efficient financial strategy. Our method of investment management is to develop thorough plans that factor in tax consequences to maximize your returns."
- Mitch McLean
Investment management is the professional management of various securities and assets such as stocks, bonds, and real estate investment trusts in order to meet specific investment goals for clients. The goal of investment management is to maximize returns and minimize risk, while taking into consideration the unique needs and goals of each individual client.
Investment management is performed by a team of professionals who use their expertise in market analysis, asset allocation, and risk management to make informed decisions about where to invest clients' money. The investment management process involves research and analysis, portfolio construction and monitoring, and regular reporting to clients to ensure that their investments are on track to meet their financial objectives.
Investment management can be beneficial for individuals and organizations seeking to grow their wealth over the long-term, and it can also be used as a means to generate income in retirement. Whether you're a first-time investor or an experienced financial professional, investment management can help you achieve your financial goals through a well-structured and disciplined approach to investing.
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Mitch McLean is an Ottawa based financial advisor with over 16 years experience, offering financial planning services across the entire province of Ontario including Ottawa, Toronto , Mississauga , Brampton , Hamilton, Markham, Vaughan and Kitchener.
If you are interested in scheduling a call with Mitch to discuss your financial planning and personal finance needs, then simply contact him below and please feel free to connect with him on on LinkedIn, Twitter and Facebook, or schedule and appointment below.
Investment management provides access to professional expertise in market analysis, asset allocation, and risk management. These professionals have the skills and knowledge to make informed investment decisions that maximize returns and minimize risk.
Investment management takes into consideration the unique needs and goals of each individual client, and develops a customized approach to meet those specific requirements. This tailored approach helps ensure that the client's investments are aligned with their financial goals.
Investment management includes regular monitoring and reporting on the performance of the portfolio, ensuring that the client is informed about the status of their investments. This consistent communication helps the client stay on track towards achieving their financial goals and make any necessary adjustments to their investments.
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Investment management strategies are approaches that investment managers use to achieve specific financial goals for their clients. We have outlined a few below.
The process of dividing an investment portfolio among different asset categories, such as stocks, bonds, and real estate investment trusts, in a way that aligns with the client's risk tolerance and financial goals.
Spreading investments across a variety of asset classes and geographic regions to minimize risk and increase returns.
A strategy that involves buying undervalued assets with the expectation that their value will increase over time.
A strategy that focuses on investing in companies with high growth potential.
A strategy that aims to generate steady income from investments, such as bonds and dividend-paying stocks.
A strategy that involves investing in assets that have been performing well, with the expectation that their momentum will continue.
A passive investment strategy that tracks a market index, such as the S&P 500, rather than trying to outperform it.
An investment strategy that considers environmental, social, and governance factors in investment decisions.
Investments in assets other than stocks, bonds, and cash, such as private real estate investment trusts, private income, and private equity.
"Making Clients Wealthy is Our Mission"
To be successful in any endeavour, requires a three-step process:
At Mitch McLean and Mandeville Private Client Inc, we look up to successful wealth creators like Warren Buffett and large pension funds as investment role models. With his value investing approach, Buffett is considered one of the most successful investors of our time and has been dubbed the "Oracle of Omaha." He prioritizes managers with a founder's mindset, ethical shareholder treatment, and exponential value creation.
The reason we look up to successful role models like Warren Buffett is to learn from their approach to wealth creation and investment. By studying their strategies and principles, we can gain insights into their recipe for success and apply those lessons to our own financial endeavours.
You can explore more about Mitch McLean and Mandeville Private Client Inc's role models, here.
Once we have identified a role model for our approach to financial investment, it's important to go beyond merely admiring their success and to delve deeper into the principles and strategies that have led to their achievements.
Understanding their recipe for success can provide invaluable insights that we can use to develop our own investment strategies and make informed decisions about our finances. By studying the approach of successful investors like Warren Buffett, we can gain a deeper understanding of the characteristics that contribute to their success, such as value investing, founder centrism, ethical shareholder treatment, and a focus on long-term value creation.
Ultimately, by studying the recipes for success of our investment role models, we can create a more informed and effective approach to financial investment.
Once we have studied the investment strategies of successful role models, the next step is to execute these strategies effectively. It's important to keep in mind that while understanding the principles and strategies of successful investors is essential, blindly copying their every move may not always yield the same results.
Instead, we need to adapt these strategies to our unique financial situations and goals, while still adhering to the core principles that have led to success. Effective execution requires discipline, patience, and a long-term perspective. We should be prepared to withstand short-term fluctuations in the market and stay committed to our strategy over the long term.
By executing these strategies well and with discipline, we can increase our chances of achieving our financial goals and create a more secure financial future for ourselves.
Mitch McLean is an Ottawa based financial and investment planning advisor offering investment advice and investment management services across the entire province of Ontario including Ottawa, Toronto , Mississauga, Brampton , Hamilton, Markham, Vaughan and Kitchener .
If you are interested in scheduling a call with Mitch to discuss your financial planning and investment needs then simply contact him below and please feel free to connect on LinkedIn and Twitter too!
Get in touch
Investment management is the professional management of various securities and assets such as stocks, bonds, and real estate investment trusts in order to meet specific investment goals for clients. The goal of investment management is to maximize returns and minimize risk while taking into consideration the unique needs and goals of each individual client.
Investing into Alternative Investments is a type of investment strategy that focuses on alternative asset classes, such as private equity, private income, and real estate investment trusts, rather than traditional assets like stocks and bonds. The goal of alternative investment management is to diversify a portfolio and potentially dampen the volatility compared to traditional public investments.
Risk management is an important aspect of investment management. Strategies to manage investment risk include diversification, regular portfolio monitoring, and adjusting the mix of assets in the portfolio as market conditions change. Additionally, it is important to have a well-defined investment plan and to regularly review and adjust it as needed.
In general, investment management fees are not deductible as a direct expense within a registered account. However, they may be deductible as part of the miscellaneous itemized deductions on a taxpayer's federal income tax return, for fees incurred on a non-registered investment account, subject to certain limits.