McNaron Group, Inc.

McNaron Group Inc. provides discretionary portfolio management to individuals, trusts, and retirement plans and primarily serves individual (non-high-net-worth) clients. The firm charges percentage-of-assets management fees and manages accounts on a long-term basis.

The advisory approach is a stock-focused, value-oriented strategy that relies on fundamental analysis (for example, P/E, PEG, price-to-book and dividend metrics) and occasionally buys securities it views as unpopular or undervalued; the firm does not use frequent trading, margin, or performance-based fee arrangements. Accounts are reviewed weekly by the principal and clients are asked to disclose and reaffirm investment objectives (every three years), with the firm declining or stepping down from relationships if client goals materially diverge from its philosophy.

Notable operational features include a small, owner-run practice managing roughly $20.7 million across 43 discretionary accounts and an exclusive custodial relationship that requires clients to open accounts at the firm’s chosen custodian and grant trading authority. The brochure also discloses that the principal and family commonly hold many of the same securities as clients and that the firm maintains a written Code of Ethics and no disciplinary history or other industry affiliations.