A complete list of active advisors currently associated with McAllister Capital Management

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McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, managing approximately $306.2 million for about 210 clients through a three-advisor team. The firm primarily constructs portfolios using no-load mutual funds and exchange-traded funds and offers ongoing portfolio management and reporting. The firm's investment process is documented and disciplined, beginning with client goals and constraints, developing target asset allocations, selecting managers (typically via mutual funds and ETFs), monitoring performance, and periodically rebalancing. Fund analysis draws on sources such as Morningstar and Lipper, portfolios are reviewed at least monthly, and clients receive quarterly performance reports that include time-weighted returns and a market commentary. Distinctive features include a fee-only business model that the firm indicates excludes accepting compensation from product providers, and a combination of relatively high assets under management with a small, three-advisor structure while generally not requiring a minimum investment. Founded in 1995, the firm also reports using an independent custodian (primarily Charles Schwab) whose research and technology services support the adviser’s trade execution, reporting, and back-office functions.

To learn more about the advisors currently working at McAllister Capital Management, 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.