/ Growth of $1,000,000 SINCE 2010
One million dollars invested with McIver Capital Management since January 1, 2010 would be worth more than two million dollars as of December 31, 2019.
(*) Results assume investing in our Portfolio 3 - Conservative Value or in our Portfolio 5 - Growth.
(*) Results assume reinvestment of dividends and distributions.
The Best Advice For You
At McIver Capital Management, we pride ourselves in delivering the highest quality advice, service and investment solutions tailored to your unique circumstances. We believe that you will value our conservative guidance and a relationship built on trust.
From our offices in Vancouver, we provide the best in discretionary investment management and wealth management services to clients in Canada and internationally.
McIver Model Porfolio Performance
|At June 30, 2021||10 Year
|1 Year||6 Months||3 Months||Year-to-Date||Since
|P1 - Very Conservative||5.57%||6.09%||7.07%||7.58%||18.53%||7.49%||3.25%||7.49%||5.55%||6.11%|
|P2 - Conservative||7.17%||7.20%||8.09%||7.97%||22.02%||9.10%||3.62%||9.10%||7.32%||7.26%|
|P3 - Conservative Value||8.50%||8.37%||9.34%||9.00%||27.01%||11.03%||3.83%||11.03%||8.46%||8.73%|
|P4 - Conservative Growth||8.83%||8.64%||9.36%||9.13%||28.56%||12.04%||4.18%||12.04%||9.58%||9.18%|
|P5 - Growth||9.88%||9.52%||10.39%||9.88%||29.77%||12.01%||4.14%||12.01%||9.83%||9.81%|
What Our Clients Are Saying
My wife and I have been extremely satisfied with the performance of McIver Capital Management and their relationship with us. The have provided excellent service in the management of our registered and non-registered accounts. We heartily recommend them.
The team and McIver Capital Management are reliable, honest, profitable, accessible and accommodating to my needs, and are able to manage family investing ensuring that the big picture is understood.
I am particularly pleased with the portfolio reallocation process through careful statistical analyses, the dedication to keeping true to my stated risk tolerance and the quality and timeliness of responses to my requests and queries.
McIver Capital Management has a proven strategy that has served me well over the years providing me with the confidence to forget about my capital, allowing me to focus on my own business interests.I have convinced several friends to park their money with the team confident I am not steering them in the wrong direction.”
There are few advisors out there that are actually truly different in approach and quality of execution. Neil is one of the few. He is forthright, not afraid of making a decision and a good communicator. His strategy is sound. And it shows.
I love McIver Capital's approach to investing. The team's mathematical approach to managing risk is one of its greatest strengths. Managing and securing your own portfolio as they do is nearly impossible by yourself. They make this easy.
We are very pleased with the professional and care and concern exhibited by all of the McIver Capital Management group. Any questions are answered fully and promptly and it is a pleasure to deal with them.
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