MAM has a fiduciary duty to each client, and our firm maintains a low client-to-advisor ratio.
Clear Goals and Objectives
We work closely with you to help identify a secure path for retirement.
Custom Financial Plans
MAM develops, manages and monitors a detailed investment program to help achieve long-term goals and financial success.
Tailored and Disciplined Investing
Our goal is to improve household net worth and provide a better overall financial outcome by employing a disciplined, cost-effective, and efficient investment approach.
Don McLaughlin’s experience, which includes over 40 years of investment management services, has led us to understand that successful investing requires discipline and patience. This understanding is the foundation to our approach of using top-down and bottom-up analysis, which is a continuous process designed to limit risk without compromising growth.
Research and Expertise
MAM has relationships with a network of organizations that provide expertise in a variety of areas, such as investment research, accounting, estate planning, charitable giving and insurance.
We’re a Fiduciary & Fee-Only Advisor Firm
Registered Investment Advisors (RIAs) have a fiduciary duty to each client. We are legally bound to buy and sell securities for the benefit of the client, not to generate commissions. Due to our independence, we have no obligation or incentive to recommend one security or family of funds over another. When you succeed, we succeed.
Our advisors have developed very close relationships with our clients over the years, and we are fortunate to maintain a low client-to-advisor ratio. When we started our firm, our goal was to provide a truly client-centric investment service. This model ensures our fiduciary duty is fulfilled and each clients’ portfolio is tailored to meet specific goals and objectives. No one client is the same; therefore, we do not employ a cookie-cutter approach that many firms have had to embrace. We prefer to grow with our clients.
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