Our Approach

At McCulloch & Partners, we believe that at the heart of a successful client relationship, is trust. As such, we endeavor to establish long-lasting trusted relationships working together with our clients.

Our approach to working together begins by seeking to understand your individual needs and goals, as well as your tolerance and ability to take on risk. Only once we uncover those core principles can we begin to show you how McCulloch & Partners can complement or enhance your financial situation.

By working with you side by side, we will together formalize and document our working relationship through the development of a unique Investment Policy Statement – a carefully structured document that details a set of guidelines for how your portfolio will be invested.

This document can be used as a stand-alone detailing of our working relationship, or can be used and tailored to effectively complement a financial plan to set you on the path to achieving your financial goals.