A complete list of active advisors currently associated with McCollum Investment Advisors

Warmer can help you find a great advisor at McCollum Investment Advisors or one who fits your needs even better.

McCollum Investment Advisors provides discretionary portfolio management and financial consulting to individuals (including high-net-worth clients), non-profit organizations, trusts, estates, and business entities. Managed portfolios are constructed and overseen to reflect each client's objectives, time horizon, and risk tolerance, and the firm also offers a growth-and-income option designed for clients seeking systematic withdrawals. The firm's investment approach combines a tactical growth process driven by supply/demand analysis and an explicit focus on mitigating "tail risks," alongside more conventional strategic allocation for income-oriented accounts that emphasizes periodic rebalancing. McCollum uses a mix of methods — including technical/charting, fundamental and cyclical analysis — and employs both long- and short-term trading when consistent with client objectives and tolerance. Noteworthy for a supported firm of its type, McCollum may use borrowing (margin) and derivatives (options writing) in separately managed accounts when appropriate, a practice that is uncommon among peers. The firm operates on a discretionary basis, aggregates trades across accounts when applicable to seek consistent execution, and documents policies for trade errors and conflicts of interest.

To learn more about the advisors currently working at McCollum Investment Advisors, 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.