Our services

We offer a variety of wealth management services, depending upon the needs of our clients.

Individual investors: Transactional and wealth management

Since our specialty is transactional equities selection, we work in tandem with specialists at Macquarie Private Wealth who focus on asset management and portfolio construction. This means our investors enjoy the best of both worlds: we remain focused on staying ahead of market cycles and responding to equity opportunities, while also working diligently to both protect and optimize our clients’ capital.

We pay careful attention to asset allocation to manage risk, calibrating the portfolio balance between equities and income vehicles according to each client’s risk tolerance and growth expectations.

To conserve and enhance your capital, while also ensuring a steady, protected income source for your retirement years, we use a variety of strategies, including Lakeview Asset Management and The Macquarie Integrated Managed Account Platform (IMA).

Corporate investors: Public holding administration

For our corporate investors, we offer expertise in holdings administration. We will work with your company, employees and key stakeholders on your Board to execute the purchase or distribution of your shareholding positions. We also have considerable experience in helping companies exercise employee stock options. 

Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated. Lakeview Disciplined Leadership Funds are a related and connected issuer of Macquarie Private Wealth Inc.