Mikalachki Investment Management

About Mikalachki Investment Management

Mikalachki Investment Management is an investment services firm located in the Downtown area of London on York St. The firm serves individuals, families, and foundations throughout Ontario, specifically focusing on those who wish to delegate the investment process to a professional portfolio manager. The business manages discretionary portfolios with a primary focus on nest egg portfolios. The firm describes its approach as one of singleness of purpose, where clients often consolidate all of their investable assets under their management. This structure is designed to prioritize the preservation of capital. The firm's investment philosophy is built on five pillars: identifying businesses with recurring revenue streams, seeking growth, focusing on free cash flow business models, identifying attractive valuations, and ensuring a sound balance sheet. They aim to build a diversified basket of attractive companies held for extended periods to reduce transactional costs and improve tax efficiency. Founded in London in 1998 by Sandy Mikalachki, the firm was rebranded as MIM Wealth in 2012. The business emphasizes a long-term relationship with private clients based on integrity and a methodical investment discipline. The firm notes that its own personal investments mirror those of its clients. Prospective clients are encouraged to contact the firm to arrange further discussions.