MCNAMARA FINANCIAL SERVICES, INC.

Overview

Mcnamara Financial Services, Inc. is an independent registered investment adviser that serves individuals, families and smaller institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses, and bills clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Mcnamara Financial takes an ESG-aware stance in its allocations, and its public-market activity shows a clear tilt toward exchange-traded products for core equity exposure. Investment activity centers on ETF-based equity sleeves supplemented by targeted third-party alternative managers. The firm appears to use ETFs to implement broad geographic and market-cap exposures—its largest listed holding is a developed-world ex‑U.S. ETF—while relying on external managers for hedge fund and real estate strategies that add diversifying, non‑correlated return streams.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices