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ClaimInvestment Management
McLaughlin Asset Management, Inc. is an independent Registered Investment Advisor Firm (RIA). We provide wealth advisory services, and specialize in portfolio management for individuals, charitable organizations and family trusts, including:
•Financial Planning: establishing objectives, tailoring assets to objectives, coordinating asset allocation to time frame, tracking net worth
•Coordinating investments with objectives, income tax plans, and estate plans
•Maximizing spending power and wealth preservation throughout retirement
•Retirement plans for self-employed and small businesses
As an RIA, we have a fiduciary duty to our clients. Our firm is dedicated to providing superior service and customized portfolios to help our clients achieve their financial goals. We provided a very cost-effective and disciplined investment approach utilizing both top-down and bottom-up research to help limit risk and add alpha.
Relationships - quality long-term - not quantity - We prefer to grow with our clients; therefore, we maintain a very manageable client base in order to provide high quality service and customizable solutions.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Lafayette, IN
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Year founded
Founded 2003
1 Locations
- Lafayette , IN
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