Our Approach

Since our inception, we have always been mindful of the great responsibility that comes with managing other people's money. We take great pride in our integrity, expertise, and commitment to help clients' reach their financial goals.

How we would work with you:

When you establish a relationship with MackHouse, our top priority is identifying and implementing the right strategy for you while limiting risk. In doing so, our services evolve in four stages: a detailed discussion about your goals and objectives, formulation of a plan of action, implementation of the plan of action and lastly, the ongoing task of ensuring the best possible management and monitoring of your wealth.

Stage One - Defining and understanding your investment objectives. There are many factors which will influence this decision: your expectation of the return on your investments, your time horizon, and your level of risk tolerance.

Stage Two - Devising a plan. In this stage we will undertake a thorough review of your current investment strategy and financial situation. From our understanding of your objectives and our analysis of your situation, we will present you with a plan of action.

Stage Three - Implementing the plan of action. Once the investment objectives and new plan have been defined, we will see that the strategy is executed. This may include a new asset allocation or the restructuring of your investments in a more tax efficient way.

Stage Four - Monitoring and Reporting. Once the plan has been implemented, we will monitor the performance of your investments and report to you on a regular basis. We will adjust as your expectations and aspirations evolve in the future.

We understand that you have many options when it comes to choosing a financial advisor and investment opportunities. It is our belief that in making financial decisions it is helpful to have a disciplined and objective partner. One who delivers advice based solely on an intimate understanding of your needs and objectives.

We believe that MackHouse can be that partner.