The McNicol Team* employs an analytical, thorough, and thoughtful approach to financial management. Knowing our clients and understanding what is important to them is the key to our success as their financial partners.

Our five-step introduction/action process ensures that clients feel comfortable with our team and our approach before and after partnering with us. While the amount of analytical work we undertake together may seem daunting at first, only by gaining intimate knowledge of your organization’s workings can we create a stronger more efficient process, help with members’ financial workloads, help reduce the personal liability of executives and board members, and target an increase in investment performance by more thorough screening and monitoring of managers.