Founded in 1977 and headquartered in Mill Valley, California, McCullough & Associates LLC is an independent advisory firm with a long and successful record of adding investment value for clients in the US equity and fixed income markets. The firm manages assets for high net worth individuals, institutions and foundations, pension and retirement accounts and public funds.
McCullough believes that successful wealth formation and capital preservation in financial markets is a long-term proposition. While the approach is conservative in nature and mean to protect against downside market risk, the goal of capturing upside growth is paramount. Our investment style has produced competitive returns through challenging market environments with time tested consistency.
McCullough is committed to delivering quality service and communicating with clients providing ongoing market perspective and comprehensive portfolio reviews