A complete list of active advisors currently associated with McClain Value Management, LLC

Warmer can help you find a great advisor at McClain Value Management, LLC or one who fits your needs even better.

McClain Value Management provides discretionary portfolio management to a mix of clients that includes high‑net‑worth individuals as well as institutional and charitable entities such as foundations, endowments and pension plans. In addition to its three primary separately managed strategies (Select Value, Tactical Value and a Conservative Income strategy), the firm offers other investment management services and has provided equity research to institutional advisers. The firm follows a concentrated, out‑of‑favor value approach driven by bottom‑up fundamental analysis, with formal price targets derived from normalized earnings, free cash flow and private‑market valuations and a disciplined buy/sell process. Accounts within each strategy are generally managed alike as separately managed accounts, with accommodations for client‑specific restrictions and tax‑timing considerations. Notably for a small independent adviser, McClain publicly advertises third‑party ratings and publishes performance results in its public materials and on its website, and it actively manages institutional and charitable accounts alongside individual clients. The firm operates as a single‑owner practice that outsources trading to specialized brokers (including an ongoing relationship with an independent trading provider and Schwab), a structure it says it uses to access execution capabilities and external research.

To learn more about the advisors currently working at McClain Value 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.