How Advisors Use the Latest Financial Research

How Advisors Use the Latest Financial Research

The following is an excerpt from our ebook, “What McLean Can Do for You.”

At McLean, our Investment Committee begins working for clients right away. Their job is to monitor your investment strategy to make sure your money is being invested correctly.

They focus on three key areas:

  • Financial Research
  • Portfolio Construction
  • Portfolio Review

Financial Research: What Sets Us Apart

Very few advisor firms spend the countless hours needed to remain actively involved in the science of portfolio management that we do.

We have what we feel is an incredibly effective research process. We take advantage of original economic- and market-related research at universities. We review them to see what has a strong empirical backing and effective practical application for your portfolio. We are essentially a clearing house of some of the top investment research science has to offer for you.

We also actively participate in research literature. Our committee members lead the field in this regard. Led by our Director of Retirement Research, Dr. Wade Pfau, who regularly publishes articles in peer-reviewed journals and has received numerous awards for his research.

Portfolio Construction: A Customized Approach

After we determine the appropriate way to invest your money, we look at the right way to do so.

We are always looking for ways to implement our investment philosophy in more effective manners that also allow us to customize our strategy for your specific circumstances. We look at both off-the-shelf solutions as well as customized solutions we create for individual clients.

We regularly implement bespoke tax-loss harvesting index solutions, bond ladders, and other specialized solutions for clients to address unique needs.

Portfolio Review: Making Sure Everything Is Working As It Should

The Investment Committee meets at least quarterly to review how the investment vehicles we use are executing their intended strategies. This involves reviewing each individual vehicle across a variety of different criteria. We want to make sure it is delivering what we want and contributing to the overall strategy.

Science continually moves forward, so we continually review our existing strategies while looking for new ways to help you meet your financial objectives even more efficiently.

Download “What McLean Can Do for You” to find out how we can help you reach your financial goals.

 

McLean Asset Management Corporation (MAMC) is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.

The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.