Every quarter, McCullough & Associates review the performance of top 10 holdings. These quarterly reviews can help you learn more about the market forces that influence the holdings performance, holdings that affected its returns, the latest positioning, total returns and top 10 holdings. To read the most recently released Quarterly Commentary, click on any articles below:

McCUllough Q3 2017 commentary

 

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.

Investment Philosophy 

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