A complete list of active advisors currently associated with McLaughlin Asset Management, Inc.

Warmer can help you find a great advisor at McLaughlin Asset Management, Inc. or one who fits your needs even better.

McLaughlin Asset Management provides discretionary investment supervisory services and portfolio management to a mix of individual and high‑net‑worth clients, corporate retirement plans, charitable institutions, foundations, endowments, and trust programs, and it also accepts engagements from other financial advisers. The firm integrates financial planning into its advisory relationships at no additional cost and offers retirement plan consulting services to plan sponsors. The firm employs a combined top‑down and bottom‑up investment process that uses thematic, fundamental, quantitative and qualitative analysis to set asset allocation and select securities, utilizing passive ETFs, actively managed mutual funds, bond ladders, and option overlays. McLaughlin treats model outputs as one input among others and emphasizes professional judgment when making tactical and strategic allocation decisions, managing accounts on a discretionary basis tailored to each client’s risk tolerance. Noteworthy aspects of the firm include its acceptance of other investment‑adviser clients — a client type that is uncommon among peers — and a retirement plan consulting practice that addresses ERISA considerations, investment policy development, monitoring and participant education. The firm’s use of option‑writing strategies (including spreads and uncovered calls) combined with a stated “margin of safety” security‑level approach also distinguishes its toolkit from many similarly sized advisory firms.

To learn more about the advisors currently working at McLaughlin Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.