McWilliams Asset Management Inc.

McWilliams Asset Management provides investment management and advisory services to a range of clients including individual investors, trusts and estates, charitable organizations, participants in retirement plans, small businesses, and corporate entities. The firm also accepts institutional-type engagements such as pension or profit-sharing plans and other investment adviser clients, tailoring services to each client’s stated objectives, time horizon, liquidity needs, and risk tolerance.

The firm actively manages portfolios using a combination of fundamental and technical analysis to guide asset allocation, individual security selection, and rebalancing. Offerings include ETF-based Target Allocation portfolios, individual equities and fixed income (including municipal bonds and mortgage-backed securities), and limited options strategies such as covered calls and cash‑secured puts; the firm does not invest in alternative investments.

What is distinctive about the firm relative to many independent advisors is the breadth of its client mix — serving state or municipal entities, other advisers, charitable organizations, corporations, and retirement plans — and providing institutional-style portfolio management alongside retail services. The firm also documents operational choices and potential conflicts (for example, rollover recommendations and its preferred custodian platform), reflecting an explicit process for managing those conflicts.