Creegan & Associates

Creegan & Associates is a newly formed, state-registered investment adviser that offers discretionary, fee-based portfolio management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plan sponsors, corporations and other business entities. Although the firm’s brochure lists a broad set of client types, it reported no clients or assets under management as of the brochure date.

The firm pursues a tactical allocation strategy intended to reduce risk and seek improved performance, using a mix of fundamental, technical and cyclical analysis as appropriate. Portfolios are managed on a discretionary basis across exchange-listed securities (including ETFs), foreign securities, corporate and municipal debt, and U.S. government securities, and the adviser may use cash positions or specific stock selections for hedging, sector weighting, or dividend objectives.

Notable differentiators include the firm’s recent formation and state registration (as opposed to SEC registration) and a single-advisor operating structure led by a CFP‑certified principal with prior industry experience. The firm does not charge performance fees, does not participate in wrap fee programs, and will not vote proxies for client securities (clients retain proxy voting authority), which may be material for institutional or pooled-vehicle clients assessing governance arrangements.