A complete list of active advisors currently associated with McDonald Capital Management

Warmer can help you find a great advisor at McDonald Capital Management or one who fits your needs even better.

McDonald Capital Management provides discretionary portfolio management, financial planning, and consulting to a mix of individual and institutional clients, including high net worth individuals, retirement plans, trusts, and pooled investment vehicles. The firm also manages and advises private funds and offers ESG screening for institutional clients upon request. The firm’s investment process combines fundamental, technical, and quantitative analysis and implements model sleeves such as a global tactical asset allocation ETF model and equity screens that are reviewed and rebalanced quarterly. Recommendations are tailored to client objectives and may include mutual funds and ETFs, equities, fixed income, options strategies, and the use of margin or short-term trading when appropriate. Distinctive features include acting as sponsor and general partner to private pooled investment vehicles and charging performance-based fees to accredited investors in those funds, with fund-level reporting and independent audit or surprise-custody examinations used to address custody requirements. The firm discloses a significant ownership interest held by a bank affiliate and identifies that relationship as a potential conflict, noting clients are not required to use the affiliate’s services.

To learn more about the advisors currently working at McDonald Capital Management, 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.