Investment Management

Your McDermott financial advisor realizes each individual has unique goals… dreams…..responsibilities. Our financial professionals work closely with you first to learn about you, then to advise and craft an investment portfolio and investment management strategy which is not only unique to you but also comfortable for you to work with and understand.

You are an individual and your portfolio and investment management strategy should reflect that. Portfolios are individually managed to meet your individual needs, wants and desires. We offer custom portfolios designed and managed by your McDermott financial advisor in conjunction with our portfolio managers after a review of your risk profile, financial situation and holdings.

Our portfolio management and research team includes former corporate CEOs,  Presidents and CFOs who possess hands on experience of the inner workings of business from personal experience gained in the corporate world. PhDs, MBAs, and attorneys  draw on their education and experience to seek out investments to include in our firm’s portfolios and structure your investments in an efficient way.

We welcome you to contact one of our offices.

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