Investment Managers and Registered Reps
~We serve those exceptional investment professionals who work directly in the equity and debt markets as well as mutual funds, wrap accounts, and packaged products. For 23 years, McClurg Capital has provided the tools for investment managers and independent financial consultants to build their own branded franchises---an asset that can be sold, bequeathed, or succeeded for the benefit of you and your family.
~For the registered representative---Access to all domestic and international capital markets---bond desk---an enviable array of mutual fund families---research resources---clearing and custody through Pershing, a division of The Bank of New York Mellon---world class investment management platform---marketing assistance and web design---local back office, practice management and set up.
~For the investment manager---All of the above and AIMR compliant, quarterly performance reporting and mailing---quarterly billing notifications and collections---state and federal record keeping and compliance---A TURNKEY SOLUTION
SERVING INVESTMENT PROFESSIONALS SINCE 1985
In complete confidence, contact: David McClurg, President
950 Northgate Drive, Suite 301
San Rafael, CA 94903