Mclachlan Investment Services LLC

Overview

Mclachlan Investment Services LLC is a small, independently owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across personal, small-business and institutional relationships. Its stated advisory activities include financial planning, portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm charges fees on a percentage-of-assets basis and also uses hourly billing for some engagements. It does not identify itself as an active ESG investor and is not described as a multi-state adviser. Ownership is held at the individual level rather than by a larger corporate parent.

Assets & Accounts

Public Holdings

Investments & Alternatives