Nollenberger McCullough Investment Advisors LLC

Nollenberger McCullough Investment Advisors LLC provides discretionary investment management to individuals (with an emphasis on high‑net‑worth clients), trusts, estates, retirement plans, associations, corporations and other entities. The firm reports managing roughly $79.6 million in discretionary assets and constructs portfolios using equities, exchange‑traded funds, mutual funds and fixed‑income securities to meet client objectives.

The adviser works with clients to develop investment strategies based on objectives, time horizon, risk tolerance, liquidity needs and tax considerations, and reviews Investment Policy Statements at least annually or upon material change. Investment approaches include long‑term equity, growth, value and dividend‑focused strategies as well as diversified ETF allocations, and the firm uses a mix of fundamental, technical, cyclical and charting analysis when formulating recommendations.

Compared with many peers, Nollenberger McCullough generally focuses on high‑net‑worth accounts and states a typical account minimum of $1,000,000 (waivable), so it does not target smaller retail investors. The firm maintains written compliance policies such as a Code of Ethics and a Business Continuity Plan, deducts advisory fees directly from custodian accounts, and, unusually for a firm of its size, discloses and advertises performance results in its public materials.