McCullough investment goals are grounded in the notion that wealth formation is a long-term proposition.  We are committed to our belief in a consistent, repeatable investment strategy geared toward sustainable growth and income.

While asset appreciation is the objective, our approach is conservative in nature.  Patience is a prerequisite when evaluating investment decisions and builds a team discipline positioned to succeed in challenging environments.  Given this edge, we remain steadfast through periods of short-term volatility providing the foundation for capital preservation.

Team collaboration inspires our transparent approach to investing. We recognize and learn from our mistakes, helping to solidify our straightforward investment process. This degree of accountability enables us to accurately monitor and gauge our results as we strive to maintain the highest level of integrity within the firm.

Thoughtful communication with our clients is vital to building the deep-rooted, lifelong relationships that McCullough is recognized for. Our clients are active partners who share in our philosophy, ensuring our interests and mutual successes are naturally aligned.

 

 

Security Selection

Security selection at McCullough & Associates is conducted in-house and focuses on identifying companies that meet our four critical company characteristics. Our goal is to find the best companies in industries selling at attractive valuations and to hold them long term for maximum price appreciation.

Security Selection ›

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.

Our Team ›

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.

Portfolios ›