Mackenzie Investments

Fee-Only (% of Portfolio)

Mackenzie Investments Corporation offers investment advisory services, specializing in quantitative equity strategies. These strategies are delivered through discretionary investment advisory mandates to Private Funds, U.S. Sub-Advised Funds, Canadian Sub-Advised Funds, and Separately Managed Accounts. Mackenzie also provides model portfolio recommendations to other investment advisors. The firm tailors its advisory services to the individual needs of clients, while funds are managed according to their specific investment objectives and restrictions.

Assets Under Management$8.9B
Clients43
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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Mackenzie Investments | TrueAdvisor