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About McLaughlin

What do we do and how has it affected our clients? McLaughlin Asset Management, Inc. specializes in portfolio management for qualified individuals, family trusts and charitable organizations.

Since the third quarter of 2007, we have experienced an extraordinary period in market history; yet, our clients have been able to “sleep at night” because of our unique and disciplined approach to portfolio management.

What makes us different?
Our investment management style is what differentiates us from our competition and, most importantly, helps our clients achieve their long-term investment goals. In order to limit risk and maximize growth within a portfolio, we employ a top-down and bottom-up approach for portfolio construction and issue selection.

 

Why are we the right choice for you?

Portfolio Management Style – [TOP-DOWN AND THEN BOTTOM-UP] In today's market, it is of the utmost importance that portfolio managers fully understand the economy, where it is headed, and how different sectors and industries within the economy will perform relative to the market. Our tactical asset allocation and sector diversification help control volatility within the portfolio and maximize growth.

Experience – Donald A. McLaughlin has over 30 years of investment management and financial services experience. Don has extensive experience as a portfolio manager and trust administrator.

We Understand Our Clients – Our objective is to understand each client's investment goals and work to design investment strategies in order to achieve their desired financial outcome. Each portfolio is unique because it is customized to meet the goals of the individuals, families, and organizations it benefits.

 

• Experience 30+ years of investment industry experience.
  
  
• Independent employee-owned and operated investment management firm specializing in stocks, bonds, exchange-traded-funds and mutual funds.
  
  
• Relationships the goal is to establish a personal, long-term relationship with each client's ever changing lifestyle, goals and dreams.
  
  
• Security our firm uses one of the nation's largest brokerage firms to hold and safeguard clients' assets
  
  
• Attention client centered investment process to a limited number of clients
  
  
• Value our philosophy includes creating value and maximizing returns by using a disciplined approach for each and every client
  
  
• Consistency maintain a long-term perspective; no market timing