At McCullough we believe assurance of successful wealth formation in the capital markets requires a thoughtful analysis of both equity and interest rate markets.  While we are not asset allocators we recognize over time strategic diversification among markets is essential to achieve maximum long-term results.  When appropriate we use the options market to protect asset value in those instances where portfolio holdings are restricted, or to enhance portfolio returns.

We take great pride in our investment management team. McCullough associates are accomplished professionals with proven track records in all phases of the business.  Research and analysis, expertise in portfolio management and a decisive appraisal of market conditions support our investment process.

Portfolios are managed individually, each with an overall design of aligning our market perspectives with the investment goals of the client.  McCullough is committed to building solid, ongoing relationships with clients by providing investment performance reviews, sharing market outlook trends, and providing optimum customer service. We put extreme care into the everyday basics of accurate portfolio accounting and to delivering administrative needs in a timely manner.

 

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