At McLaughlin Asset Management, Inc., we offer a suite of comprehensive financial services tailored to meet the diverse needs of our clients. Whether you’re navigating complex personal finances, managing a small business, or looking for a bespoke investment strategy, our expertise is at your disposal.
Here’s an overview of our primary services:
We believe that effective financial planning is key to long-term success.
Detailed Financial Assessments
Goal Setting
Risk Management
Total Wealth Approach
The portfolio management approach is the cornerstone of successful wealth management.
Customized Portfolio Strategies
Each portfolio is uniquely tailored, emphasizing individual stocks and bonds to enhance control and efficiency.
Active Management
Leveraging insights from leading research firms, we engage in rigorous portfolio construction and risk management, aiming to generate alpha and optimize risk-adjusted returns.
Life-Cycle Customization
We adjust your investment strategy based on your specific phase in life, balancing the need to maximize returns, minimize risks, and maintain spending power.
Continuous Monitoring
Regular review and realignment of your portfolio to adapt to market changes and personal financial shifts, ensuring your investments continue to meet your evolving needs.
Net investment expense and tax efficiencies are critical factors to maximizing your investment returns.
Bond Ladders
Our custom bond ladders are designed to reduce investor expense, protect principal, and provide steady cash flows, while maintaining flexibility across different interest rate environments.
Asset Location Strategies
Strategic placement of investments across different account types designed to reduce taxes, enhance spending capabilities, and provide better intergenerational wealth transfer outcomes.
Tax-Loss Harvesting
Proactively managing your portfolio to effectively reduce taxable income without compromising growth, enhancing your after-tax returns.
Tailored retirement plans to enhance outcomes.
Customized Retirement Solutions
Tailor-made retirement plans designed to meet the specific needs of your business and employees, enhancing benefits while managing costs.
i401(k), SEP IRA, SIMPLE IRA
Assistance in establishing and managing i401(k) plans, SEP IRAs, and SIMPLE IRAs that provide flexibility and tax advantages for both employers and employees.
Ongoing Plan Management
Continuous monitoring and management of retirement plans to ensure they remain aligned with objectives.
Comprehensive management solutions for ultra-high-net-worth families, focusing on preserving and enhancing intergenerational wealth.
We also extend our expertise to other advisory firms.
Model Portfolio Construction
Building and managing model portfolios that can be employed by other advisors.
Discretionary Portfolio Management
Acting as a sub-advisor, we manage portfolios with discretion, and provide robust back-office support.
Strategic Consultation
Offering expert advisory support to enhance investment strategies, refine asset allocation, and optimize client engagement and satisfaction.
Contact us today to to explore how McLaughlin Asset Management, Inc. can enhance your financial strategies and help you achieve your investment goals with precision and personalization.
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