A complete list of active advisors currently associated with McWilliams Asset Management Inc.

Warmer can help you find a great advisor at McWilliams Asset Management Inc. or one who fits your needs even better.

McWilliams Asset Management is a state-registered investment adviser that provides portfolio management, asset allocation, individual security selection, and ongoing monitoring to individuals, trusts, estates, charitable organizations, retirement-plan participants, small businesses and corporations. The firm’s brochure also discloses relationships with other investment advisers and requires clients to complete an Investment Management Agreement and Client Profile to establish objectives and constraints. The firm emphasizes long-term asset allocation and diversification informed primarily by fundamental analysis with supplemental technical analysis, and it actively manages and rebalances portfolios in response to market conditions or changes in client circumstances. Investment instruments include equities, fixed income (including municipal bonds and inflation-protected securities), ETFs, and option strategies such as covered calls and cash-secured puts; the firm also offers ETF-only Target Allocation Portfolios. Noteworthy for a small, recently formed RIA, McWilliams explicitly serves a mix of retail and institutional-type clients—including state or municipal entities, pension/profit-sharing plans, charitable organizations, corporations, and other investment advisers—which is less common among similarly sized independent firms. Its Form ADV also documents operational practices around custodial relationships, rollover recommendations, personal trading policies, and conflict-management procedures.

To learn more about the advisors currently working at McWilliams Asset 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.