At MacKay Group Wealth Management, we realize that as you pursue your goals and enjoy greater success in life, your financial affairs become more complex and demand more of your time – time that you may prefer to devote to the people, interests and responsibilities that matter most to you.
 

Through our Private Investment Management (PIM) program, you can delegate the management of your financial affairs with confidence. Bruce Mackay, a licensed Portfolio Manager with more than 30 years of experience managing investment portfolios for affluent investors, will handle day-to-day investment decisions on your behalf – and with your goals top of mind. PIM is our firm’s premium of advisor-managed portfolio service, offered only be a select group of highly qualified advisors who have extensive experience advising clients, substantial assets under their direct management, and have also completed rigorous academic course work.

Our premier level of advisor-managed portfolio service, PIM is ideally suited for:

  • Busy entrepreneurs, professionals and executives

  • Retired individuals who travel or would rather dedicate time to other interests and pursuits

  • Individuals responsible for family investments

  • Not-for-profit organizations, foundations and endowments

PIM is available exclusively to our private clients. It offers you a completely customized portfolio, designed for you by your personal portfolio manager, Bruce MacKay. Your individual portfolio is built from the ground up based on factors such as your growth requirements, income needs and risk tolerance. Furthermore, you hold segregated securities in your portfolio – providing you with greater flexibility in how your portfolio is structured and direct ownership of your investments.

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View money and things not as something you create to fill a lack, but as tools to help you more fully express yourself and realize your potentialāž

– Sanaya Roman and Duane Packer