McWhorter Capital Investments

McWhorter Capital Investments serves individual investors, retirees, qualified retirement plans and trust accounts, providing discretionary portfolio management and ongoing investment advisory primarily through open‑end mutual funds and ETFs. The firm manages both taxable and tax‑deferred accounts and provides continuous supervision rather than one‑time planning engagements.

The adviser combines technical and fundamental market analysis with regular review of fund performance and industry research, and maintains cash positions intended to cover near‑term (12–15 month) distribution needs. The firm routinely uses mutual fund exchange privileges to rebalance and create short‑term gains or losses, and with client approval may employ individual equities, fixed income, options and other instruments to meet objectives; accounts are monitored on a monthly basis.

Noteworthy aspects include limited custody practices tied to third‑party standing letters of authorization for client‑authorized transfers and a formalized practice of working with family members and legal professionals to maintain powers of attorney and safeguard senior clients. The sole adviser brings multi‑decade industry experience and academic credentials, and the firm emphasizes electronic document preservation (automated cloud backups), cybersecurity measures and professional liability insurance.