A complete list of active advisors currently associated with McCann Investment Management, LLC
Warmer can help you find a great advisor at McCann Investment Management, LLC or one who fits your needs even better.
McCann Investment Management LLC is an independent, single-advisor registered investment adviser managing roughly $8.3 million for about 113 clients. The firm provides discretionary asset management, ongoing portfolio oversight, and standalone financial planning for individuals and institutional clients, and also serves retirement plans and plan sponsors. The firm implements client strategies under discretionary authority, tailoring asset allocation and security selection to documented goals, time horizons, and risk tolerances, with regular account reviews and rebalancing. It may subscribe client accounts to third‑party model portfolios and recommends third‑party managers when appropriate, while also delivering cash‑flow and tax‑aware financial planning analyses. What distinguishes the firm from many peers is its offering of ERISA plan services—acting as a limited‑scope 3(21) fiduciary to assist plan sponsors with investment policy development, qualified default investment alternative selection, monitoring of options, and participant education, while excluding certain hard‑to‑value assets. The firm’s principal also conducts separate insurance sales and property‑management activities and the firm receives referral/ongoing fees from some third‑party managers; those relationships and potential conflicts are disclosed and addressed through its written policies and fiduciary obligations.
To learn more about the advisors currently working at McCann Investment Management, LLC, 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 |
|---|---|---|
Lodi, CA
| 31
|
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