MCCANN INVESTMENT MANAGEMENT LLC

Overview

Mccann Investment Management LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator: it manages portfolios directly while also selecting third‑party managers and funds where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are a mix of percentage of assets under management and hourly charges. Investment activity is centered on public funds and mutual funds as the primary vehicle for client exposure. The firm does not identify itself as an active ESG investor and is not flagged as a multi‑state adviser. Given its advisory scope and stated services, Mccann Investment Management leans toward building diversified, fund‑based portfolios with selective outsourcing to external managers for specialized or alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices