Wealth formation is a long-term proposition.

Located in Marin County just across the Golden Gate Bridge from San Francisco, McCullough & Associates LLC is an employee-owned independent advisory firm with a long and successful reputation of adding investment value for clients in the US financial markets.  Services are appropriate for high-net-worth individuals, family offices, institutions, foundations, pension and retirement accounts, as well as public funds. Being a fee-based advisor, our incentives are naturally aligned with those of our clients.  McCullough is committed to delivering quality service and developing strong relationships with our clients. 

 

Investment Philosophy

The market is inefficient and frequently prices companies above or below their intrinsic value. We seek to profit from this inefficiency by doing our own analysis of the financial strengths, management, competitive positions, and assessments of future earnings potential of our companies. Successful investing is predicated on buying stocks at a discount to underlying value.

Our Team

Our team provides our clients with the highest standard of financial and investment advice to create a roadmap for your financial portfolio based on your unique investment objectives, liquidity needs, tolerance of risk and time horizon whether you have one investment goal or an array of complex needs, we put our investment knowledge and experience to work for you.

Portfolios

Each portfolio is separately managed and constructed to follow strict investment standards within the client’s goals and guidelines.  Also, as a fee based advisor our incentives are aligned with those of our client.