Portfolio Design

Investment Strategy

Andrew Frech, Principal of MacKelvie Frech uses economic insight and Macro Economic analysis to develop the investment thesis upon which all of his portfolios are designed. Previously, before re-entering back into the retail market in 2011 and offering his expertise to individual families, Mr. Frech provided direct advisement on over $9 billion of capital for one of the largest financial institutions in the world. The portfolio is designed to reduce systematic and unsystematic risks, through portfolio construction and economic analysis typically only available to large institutions, such as pension funds.
MacKelvie Frech Investments bases the foundation of its portfolio design upon each client’s specific and unique risk tolerances, using asset allocation models for suggested investment allocations. Each portfolio is globally diversified, which uses economic analysis to make tactical shifts away from stated strategic portfolios. Typical tools used to execute on the economist’s portfolio design include granular ETFs and mutual funds which provide access to Canadian, US and Global Equity allocations; Fixed Income Securities, including government, corporate and global instruments; Real Estate; Infrastructure; Commodities and various other alternative investments.

All securities products are provided through Aligned Cpaital Partners Inc. For more information, please visit www.alignedcapitalpartners.com. ACPI is a member of the Investment Regulatory Organization of Canada (www.iioc.ca) and the Canadian Investor Protection Fund (www.cipf.ca).