MCLAUGHLIN ASSET MANAGEMENT, INC.

Overview

Mclaughlin Asset Management, Inc. is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management across household and business relationships, and it offers pension consulting services. Its stated fee mix includes both a percentage-of-AUM model and fixed-fee arrangements, which supports both ongoing investment management and project-based planning work. Equities are the driving force behind the firm's investment program: exchange-traded securities represent the single largest asset type in client portfolios. The firm uses exchange-traded vehicles for core market exposure and implements selective individual-stock positions for tactical or concentrated exposure. Mclaughlin Asset Management also allocates to third-party alternative managers in real estate, integrating those strategies alongside public-market equity exposure.

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Location & Offices