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.

The firm provides discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. In addition to separately managed accounts, the firm sponsors and advises private pooled funds and offers administrative services and client-directed ESG screening for institutional mandates. The firm’s investment approach blends a global tactical asset allocation model with quantitative equity sleeves—including value and return-on-capital screens—implemented through both long-term holdings and shorter-term trading techniques such as options, short sales, and margin when appropriate. It also provides targeted consulting and financial planning, with reporting and account review processes that clients can tailor in depth and frequency. Noteworthy features include the firm’s role as general partner and private-fund adviser to pooled vehicles and the use of performance-based fee arrangements for accredited investors in those funds, with fee and performance calculations handled by fund administrators. The firm is deemed to have custody in some circumstances (including its fund roles) and subjects the funds to an annual surprise custody examination by a PCAOB firm; it also works through a limited set of custodial relationships and uses occasional “trade away” execution for fixed income.

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.