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 is a small, state-registered advisory firm that provides discretionary portfolio management for high-net-worth and other individual clients as well as institutions. It offers separately managed equity strategies (Select Value and Tactical Value), a Conservative Income strategy, and other investment management and occasional equity research services. The firm follows a long-term, out-of-favor value approach with concentrated portfolios, fundamental company analysis, tailored valuation methods and strict buy/sell disciplines; Tactical Value adds an absolute-return bias and greater cash flexibility. The Conservative Income strategy emphasizes short- to intermediate-duration fixed income mutual funds and ETFs with limited equity exposure, and accounts are generally managed alike subject to client-specific restrictions and tax timing accommodations. Noteworthy aspects include the firm’s small advisor structure with a sole equity owner, an outsourcing relationship for trade execution (Tourmaline) while retaining Schwab as an alternative custodian/trading platform, and the documented use of soft-dollar arrangements to obtain research. The firm also discloses it advertises third‑party ratings and publishes performance results in its marketing materials — practices that are uncommon among peers — and it has in the past provided equity research services to institutional clients.

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.