A complete list of active advisors currently associated with Maclura Investments

Warmer can help you find a great advisor at Maclura Investments or one who fits your needs even better.

Maclura provides discretionary portfolio management to individuals, families, businesses, and retirement plans, offering ongoing implementation, monitoring, and reporting of wealth-building and wealth-preservation strategies. The firm manages portfolios primarily in exchange-traded funds, mutual funds, and individual securities, and charges asset-based fees for its investment management services. Portfolios are custom-built after an assessment of each client’s investment cycle, financial goals, time horizon, cash flow needs, and risk tolerance, and the firm typically exercises discretionary authority to implement and rebalance allocations. Investment decisions draw on fundamental analysis for individual securities and consider sector and market-cap positioning, with an expressed emphasis on tax efficiency and regular account reviews. The firm’s client mix explicitly includes business clients and plan sponsors, a service set that a relatively small share of independent advisers report offering, alongside its individual and family work. The firm operates with formal fiduciary and compliance policies (including proxy-voting procedures and professional liability coverage for Kansas clients) and is led by a principal with extended experience in equity research and portfolio management.

To learn more about the advisors currently working at Maclura Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Clay Brethour profile photo Clay Brethour
Lenexa, KS
6
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