McNaron Group, Inc.

McNaron Group Inc. provides discretionary portfolio management to individuals, trusts, and retirement plans, overseeing approximately $17.1 million across 40 client accounts. The firm typically charges percentage-of-assets management fees billed quarterly and does not participate in wrap fee programs.

The firm follows a long-term, value-oriented investment approach that emphasizes common stocks selected via fundamental analysis (e.g., P/E, dividend yield, PEG, price-to-book/sales, debt-to-equity) and generally avoids frequent trading and margin; cash and money-market instruments are used defensively and fixed income may be held in certain circumstances. McNaron Group exercises full trading discretion after obtaining client authorization and asks clients to disclose and reaffirm investment objectives periodically, declining or stepping down from relationships that do not align with its principles.

Compared with many peers, McNaron Group does not serve high-net-worth individuals and instead focuses on non‑HNW individual clients and smaller account relationships. Notable operational features include a single-custodian requirement with client trading authorization, weekly account reviews overseen by the firm’s principal, and the firm’s officers and owner holding many of the same securities as clients—arrangements governed by a written code of ethics and personal trading policies.