A complete list of active advisors currently associated with McDonough Capital Management, Inc.
Warmer can help you find a great advisor at McDonough Capital Management, Inc. or one who fits your needs even better.
McDonough Capital Management provides financial planning and discretionary investment supervisory services to individuals — including high net worth clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, with an emphasis on serving clients in the medical industry. Services include written and modular financial plans and ongoing asset management delivered by the firm’s Investment Adviser Representatives. The firm’s investment approach emphasizes active trend‑following and tactical asset allocation, using individual equities, mutual funds, and ETFs and combining active and passive exposures based on market momentum and conditions. Accounts are managed on a discretionary basis with continuous monitoring, a complimentary initial consultation, encouragement of quarterly reviews, and coordination with clients’ other professional advisors. Noteworthy features disclosed in the brochure include that certain associated persons are registered representatives of the broker‑dealer Osaic Wealth, Inc., and some IARs are licensed to sell insurance products (including annuities, life, and long‑term care) and may receive commissions or 12b‑1 fees in addition to advisory compensation. The brochure also notes that some IARs serve as representatives of other investment advisers and that the firm participates in custodial/institutional programs (e.g., Charles Schwab Institutional), arrangements the firm discloses as potential sources of conflicts of interest for clients to consider.
To learn more about the advisors currently working at McDonough Capital Management, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 5
| |
Orlando, FL
| 39
| |
Orlando, FL
| 12
|
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