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Charitable Organizations

McLaughlin Asset Management, Inc. enjoys working with charitable organizations. We pride ourselves in the service and investment management we can provide for charitable organizations.

MAM, Inc. believes that the most important components of a successful charitable organization are well designed investment and spending rate policies. The administration of these policies must be performed in a disciplined manner and on a consistent basis. The key in developing these policies is an understanding that each organization is unique. Success with an investment program begins with the investment manager’s thorough comprehension of the goals and objectives of the particular organization. This uniquely qualifies McLaughlin Asset Management, Inc., since it is independently owned and managed. Our firm has a good understanding and years of experience with the administration and investment management of charitable organizations.

In today’s marketplace, 'a little gray hair never hurts'. With over 35 years of investment management experience, our clients can rest assured that their investments are in good hands.

Don McLaughlin, President and Chief Investment Officer, has extensive experience working with charitable organizations. He became familiar with the management and understanding of charitable foundations in 1973 with the Aurora Foundation.

What you can expect from MAM, Inc.
Experience
Knowledge of your organization’s goals
Consistent performance





  • 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

Investment Management for Charitable Organizations
Our Investment Approach and  Our Strategies
Separately Managed Accounts vs  Mutual Funds
Retirement Plans For Small and Medium Size Businesses
Understanding Finacial Advice from an Investment Advisor