MCDERMOTT INVESTMENT ADVISORS, LLC

Overview

Mcdermott Investment Advisors, LLC is a privately owned investment advisory firm that serves individual and family clients with a mix of financial planning, portfolio management and the selection of other advisers. The firm has been SEC-registered since 2014 and identifies itself as a capital allocator that prefers equity exposure as the core of client portfolios. Its stated advisory activities emphasize separately managed account implementations and fee arrangements that can include percentage-of-AUM, hourly charges, commissions and other fee types. Investment posture is tilted toward exchange-traded equities as the primary risk engine, supplemented by targeted alternative allocations and corporate credit where appropriate. Mcdermott Investment Advisors, LLC does not identify as an active ESG investor and places execution and manager selection emphasis on third-party managers when deploying non-core or specialty strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices