McClain Value Management, LLC

McClain Value Management is a small, state-registered advisory firm that provides discretionary portfolio management for high-net-worth and other individual clients as well as institutions. It offers separately managed equity strategies (Select Value and Tactical Value), a Conservative Income strategy, and other investment management and occasional equity research services.

The firm follows a long-term, out-of-favor value approach with concentrated portfolios, fundamental company analysis, tailored valuation methods and strict buy/sell disciplines; Tactical Value adds an absolute-return bias and greater cash flexibility. The Conservative Income strategy emphasizes short- to intermediate-duration fixed income mutual funds and ETFs with limited equity exposure, and accounts are generally managed alike subject to client-specific restrictions and tax timing accommodations.

Noteworthy aspects include the firm’s small advisor structure with a sole equity owner, an outsourcing relationship for trade execution (Tourmaline) while retaining Schwab as an alternative custodian/trading platform, and the documented use of soft-dollar arrangements to obtain research. The firm also discloses it advertises third‑party ratings and publishes performance results in its marketing materials — practices that are uncommon among peers — and it has in the past provided equity research services to institutional clients.