McClure Investment Management, LLC

McClure Investment Management, LLC provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm reports serving primarily individual clients (including high-net-worth clients) and offers ERISA-focused pension consulting services that can include acting as a §3(38) investment manager and selecting qualified default investment alternatives.

The firm describes a tailored investment process that draws on fundamental and cyclical analysis, modern portfolio theory, model portfolios, ongoing monitoring, and periodic rebalancing, and it may use short-term trading when deemed suitable. The brochure also notes exposure to investments that use leverage and directs custody and execution to Fidelity and Interactive Brokers — custodians that provide margin capabilities — indicating the firm may permit strategies involving borrowing in managed accounts.

Compared with many supported firms, McClure is a small, closely held adviser with two listed advisors managing roughly $66 million for about 72 clients, which the brochure suggests allows for individualized account oversight and household aggregation of accounts. The firm’s combination of discretionary pension 3(38) services for plans, routine use of institutional custodians, and the potential to utilize borrowing or leveraged investments in client accounts is a distinguishing mix among peers of similar size.