A complete list of active advisors currently associated with Penn Davis McFarland Inc.

Warmer can help you find a great advisor at Penn Davis McFarland Inc. or one who fits your needs even better.

Penn Davis McFarland serves high-net-worth individuals, trusts, charitable organizations, and retirement plans through separately managed, primarily discretionary accounts, and also provides financial planning using eMoney. The firm additionally performs family office services for several clients, including bill paying, insurance placement, and payroll/withholding administration. The firm’s investment approach is largely fundamental and long-term, focusing on publicly traded equities, bonds, and cash equivalents while occasionally using ADRs, ETFs, private placements, options (including covered calls), and short sales when appropriate. Portfolios are typically concentrated (initial positions commonly 2–4% of an account and most accounts hold fewer than forty positions), and cash management uses custodian sweep options or short-term Treasuries as alternatives. What distinguishes the firm is its combination of a relatively small advisory team supporting roughly 211 client relationships and approximately $1.36 billion in assets under management, alongside expanded administrative services that create instances of constructive custody and accompanying surprise-exam and internal-control procedures. The firm also routinely uses specific broker-dealers (Goldman Sachs and Jefferies) that generate soft-dollar credits for research, a practice that the firm discloses as providing research and ancillary services for client benefit.

To learn more about the advisors currently working at Penn Davis McFarland 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.