As a fee-only RIA, McLaughlin Asset Management, Inc. has a fiduciary duty to each client, and our firm is built to meet the recent changes to fee disclosure regulations. We can offer a multitude of retirement plan types and investment options for self-employed individuals and small businesses. Our goal is to design a cost-effective and customized plan to fit your needs, including 401(k), SEP IRA and SIMPLE IRA plans.
Our custodial relationships offer both bundled and unbundled offerings. We, as the investment advisor, have the ability to work with an array of TPA/Recordkeepers depending on preference, and have the ability to create an investment menu that aligns with plan sponsor and participant goals.
The investment menu offered to plan sponsors and participants includes Exchange Traded Funds (ETFs), Unitized Managed Accounts (UMAs), Collective Investment Funds (CIFs), Self-Directed Brokerage Accounts (SDBAs), Employer Stock (manage), and Institutional Money Market Deposit Accounts.
McLaughlin Asset Management, Inc. specializes in portfolio management. We have the unique ability to offer a managed, customized investment strategy with full fee disclosure at a competitive price.