A complete list of active advisors currently associated with The McHugh Group, LLC

Warmer can help you find a great advisor at The McHugh Group, LLC or one who fits your needs even better.

The McHugh Group, LLC provides ongoing portfolio management to individual and high-net-worth clients, tailoring Investment Policy Statements and investment plans to each client’s goals, risk tolerance, and time horizon. Services focus on long-term portfolio management for retirement and non-retirement accounts with periodic monitoring and reporting. The firm’s investment approach is grounded in modern portfolio theory and a long-term trading strategy, typically using mutual funds, equities, fixed income securities, and ETFs while emphasizing long-term capital appreciation and tax minimization. MG generally seeks discretionary authority to implement clients’ Investment Policy Statements and conducts monthly reviews with custodial account reporting. Notable differences from many peers include that the firm’s principal is a licensed attorney and may, from time to time, provide legal advice or products outside of the advisory business — a relationship the brochure identifies as a potential conflict of interest, though clients are not required to use those services. The firm also manages an unusually large amount of assets for its size (over $331 million for a single-advisor structure and about 30 clients), requires use of a specific custodian (Fidelity), and does not aggregate block trades across multiple client accounts.

To learn more about the advisors currently working at The McHugh Group, 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.