A complete list of active advisors currently associated with McCollum Christoferson Group, LLC

Warmer can help you find a great advisor at McCollum Christoferson Group, LLC or one who fits your needs even better.

McCollum Christoferson Group provides discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities, managing roughly $416 million across about 337 client relationships. The firm also advises on held-away products, including variable life and annuity contracts, employer-sponsored retirement plans and 529 college savings plans. The firm primarily constructs Standard Portfolios around individual equity positions while also using mutual funds and ETFs, and has indicated an intent to increase ETF and mutual fund exposure over time. Investment decisions combine fundamental and technical analysis, portfolios are customized to client risk tolerance and liquidity constraints, and accounts are monitored continuously with at least quarterly reviews. Noteworthy features relative to peers include overseeing over $400 million in discretionary assets with a small advisory team, a 2025 transition requiring Charles Schwab as the custodian for Standard Portfolios, and the use of Class F‑2 American Funds separate-account portfolios (including accommodations for SIMPLE IRAs and sub‑minimum American Funds relationships) to manage smaller or constrained accounts. The firm no longer offers a wrap-fee program and uses direct fee debit and an independent proxy advisor for voting when it accepts proxy authority.

To learn more about the advisors currently working at McCollum Christoferson Group, 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.