Professional Advisement & Portfolio Strategy
Our Portfolio Department works in conjunction with your Investment Advisor to carefully monitor the progress of your investments and to determine the best course of action for each portfolio. They are assisted by a staff of full-time research analysts who help with the selection of investment ideas. Decisions and strategies are based on the consensus of this group of highly-trained, professional advisors.
The right portfolio strategy requires a thorough, in-depth understanding of the intricacies of the marketplace. There are many variables involved in this, including knowledge of complex taxation laws, changing economic considerations, and the ever-increasing number of new financial products and services that have emerged in the past few years.
MacDougall, MacDougall & MacTier offers its clients the option of payment for Portfolio Management Services on a fee basis, rather than the standard charge per transaction, thereby rewarding growth rather than the frequency of trading. If desired, traditional brokerage commission charges are available for non-fee-based accounts
