Business Scoop Archives - Accilent Capital Management Inc.
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TAKING DIGITAL STEPS FOR A STRESS FREE TAX SEASON

Tax time is rapidly approaching and we want to make it as stress free for you as possible. Did you know that due to the auditing process, Accilent only receives its T5013 forms at the end of March into the first week of April each year? That's right! Each year we receive many calls from investors anxiously awaiting their slips in the mail. Understandably this can be a frustrating experience, and it's one that all of us can relate to. "Where are those forms? Why is this taking so long? When are they being sent? But I have...

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Mark Taucar, CFA is Accilent's newest VP and Portfolio Manager

Mark Taucar To Spearhead Newest Discretionary Portfolio Management Offering

New Team Leader And New Offerings On The Horizon   It is with great pleasure that we welcome Mark Taucar to the Accilent Capital Management Inc. team.   As the newest VP and Portfolio Manager at Accilent, Mark will be spearheading and managing our new upcoming discretionary portfolio management service.   This new offering will allow clients, DRs, Independent Referral Agents, MGAs, Mutual Fund Dealers, IIROC Dealers and other Portfolio Managers and Associate Portfolio Managers to experience our new focus — delivering our proven private placement expertise in combination with Mark’s proven expertise in traditional public markets portfolio management. All...

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3-Key-Principles

3 Key Principles That Can Help You Achieve Your Investment Goals

At Accilent we honed our experience with larger institutions to determine what investor needs were before we started our own proprietary funds. We knew what those investor needs were, because they were our needs— we are investors too! Luckily, that experience yielded an approach that we incorporate into our funds, services, and investment outlook.   1. Top down global macro analysis This first step in Accilent’s process identifies the broad themes in a dynamic global economy. Regardless of whether we are investing locally or globally we want to understand the big picture before we act.   2. Adaptation Adaptation...

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