The Portfolios

Our portfolio management approach...

is founded by our previous experiences working in boutique, institutional and family-office environments. These experiences form the background of our institutional asset allocation framework and investment process for your portfolio construction. We utilize this high-quality process to construct globally diversified, concentrated multi-asset portfolios to steward your financial capital. Our portfolios can and do incorporate direct investments in equities and bonds, as well as the usage of targeted Exchange-Traded Funds (ETFs), and pooled funds (Mutual Fund Trusts/Partnerships).

1. High level macroeconomic research in the formation and review of our top-down asset allocation strategy.
    
2. A robust quantitative scoring and ranking system for individual security, credit, exchange traded fund analysis.
    
3. Institutional approach to third party manager selection, including an RFP process and a structured manager review process.
    
4. Focused technical analysis around short term trading decisions.
    
5. Our Investment Committee sits weekly to go over both the top-down asset allocation positioning as well as bottom-up discussions on individual holdings within client portfolios. We also maintain an Advisory Council, with which we have conversations on a regular basis around global macroeconomic and financial markets.

McCulloch & Partners Wealth Counsel manages portfolios on a discretionary basis. This means that our Portfolio Managers assume responsibility for the creation and ongoing management of our client portfolios, as dictated in their unique Investment Policy Statement.