A complete list of active advisors currently associated with McCauley Investments Advisors LLC
Warmer can help you find a great advisor at McCauley Investments Advisors LLC or one who fits your needs even better.
McCauley Investment Advisors LLC provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm prepares written investment policy statements and typically seeks discretionary authority to implement asset allocation and security selection on clients’ behalf. The firm’s investment approach draws on multiple methods of analysis (fundamental, technical, quantitative and modern portfolio theory) and employs long‑ and short‑term strategies as well as options trading. Client accounts have regular reviews by the firm’s sole advisor and clients receive custodial account statements plus separate periodic performance comparisons against the firm’s allocation model benchmarks. Distinctive for a one‑advisor independent firm, McCauley serves pension plans and insurance company clients—client types that are uncommon among peers—and offers pension consulting services in addition to individual wealth management. The firm also may direct clients to third‑party advisers and receive fee sharing, and it discloses potential conflicts tied to soft‑dollar benefits and adviser referrals while operating under a fiduciary standard.
To learn more about the advisors currently working at McCauley Investments Advisors 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 |
|---|---|---|
Guilford, CT
| 41
|
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