A complete list of active advisors currently associated with McLachlan Investment Services LLC
Warmer can help you find a great advisor at McLachlan Investment Services LLC or one who fits your needs even better.
The firm provides discretionary investment supervisory services and financial planning to individuals, small and medium businesses, trusts, pension plans and non-profit organizations. It develops a client-specific investment policy statement through personal discussions and also offers pension consulting and plan-related services in addition to ongoing portfolio management. The investment approach emphasizes long-term, disciplined, strategic investing with broad diversification and a buy-and-hold orientation, guided by fundamental and quantitative analysis. Portfolios are typically composed of ETFs, mutual funds and cash equivalents across domestic and international equity and debt exposures, and may occasionally include covered calls, currency, commodity and precious metals funds as well as OTC and fixed-income instruments. Noteworthy for a firm of its size, it accepts and advises pension and profit-sharing plans and provides portfolio management for institutional clients — services that are relatively uncommon among peers. The firm documents formal policies (a written code of ethics, block trading procedures and a trade-error policy), conducts monthly reviews, and makes hourly financial planning available on topics such as retirement, taxes, insurance and college planning.
To learn more about the advisors currently working at McLachlan Investment Services 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.
Name |
Location |
Years of experience |
|---|---|---|
Coeur D'alene, ID
| 15
|
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