Investment Portfolio Design

Portfolio Design

Investment Strategy

Lukash Woychyshyn, Investment Advisor at MacKelvie Frech Investments, uses economic insight and macroeconomic analysis to develop the investment thesis upon which all of his portfolios are designed. Before becoming an advisor at Worldsource Securities Inc, Lukash worked closely beside Mr. Andrew MacKelvie Frech, firm founder of MacKelvie Frech. During his tenure, Lukash spent significant time involved in developing economic research, as well as quantitative and fundamental investment strategies on various financial instruments. As a direct result, the Mackelvie Frech 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 Portfolio

MacKelvie Frech Investments bases the foundation of its portfolio design upon each client’s specific and unique risk tolerances, we carefully consider each clients unique risk tolerance and objectives using client conversations for developing a suggested investment allocation plan. 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 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 Worldsource Securities Inc., sponsoring investment dealer and member of the Investment Regulatory Organization of Canada (www.iiroc.ca), member of the Canadian Investor Protection Fund (www.cipf.ca). For more information please visit https://www.worldsourcesecurities.com/.

Worldsource Securities Inc.