The McDonald Group
Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:
Over the past 25 years, substantial developments in technology have shifted commerce from the physical to the digital realm. This transformation has disrupted the fundamental drivers of value in global financial markets, and a new, digital economy has emerged. In today’s low interest rate environment, the underlying characteristics of this new economy challenges the effectiveness of traditional valuation models, asset allocations, and conventional portfolio management techniques.
The rise of the digital economy has created attractive investment opportunities in emerging industries and global financial markets. Being knowledgeable, active investors in this space allows us to design effective investment portfolios that give our clients a better chance at maximizing their risk-return trade off, and achieving their goals.
We build investment portfolios from the ground up by purchasing individual securities, creating well diversified, modern and effective solutions. This strategy gives us greater control over asset allocation, cash flows and tax obligations.