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 Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, implementing and monitoring customized wealth-building and preservation strategies. The firm typically invests client portfolios in exchange-traded funds, mutual funds, and individual securities and executes on recommendations as the client agreement allows. Portfolios are built after an initial assessment of each client’s investment cycle, goals, time horizon, cash flow needs, and risk tolerance, with ongoing reviews tied to market conditions or client changes. Security selection relies on fundamental analysis and the firm states an emphasis on tax efficiency and a mix of capital appreciation, income, and preservation as appropriate for the client’s objectives. Compared with many independent peers, Maclura explicitly serves corporate and business clients and retirement plans in addition to individual households, an offering that is less common among similar solo-operator advisers. The firm manages roughly $15.5 million for a small client base, which the brochure presents as supporting highly tailored portfolios overseen by an experienced investment professional who also performs the firm’s compliance oversight.
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 |
|---|---|---|
Lenexa, KS
| 6
|
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