We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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McClurg Capital affords investors the choice of how they pay for investment guidance and implementation. Clients may chose to utilize our Full-Service Brokerage on a traditional pay as you go commission basis; or elect a fiduciary, fee-based solution through our Registered Investment Advisory where we are compensated based on a modest percentage of the assets in your account. Regardless of your preference, we assume a higher level of accountability than that which is otherwise found in a typical brokerage, bank, or mutual fund relationship. And we want to be your single source financial partner.
McClurg Capital Corporation is a financial services company owned by dedicated, experienced investment professionals of highest ethical standards. Established in 1985 and headquartered in San Rafael, California, McClurg Capital provides investment services and support to help our clients achieve their financial goals The firm offers its investment management expertise to an elite corps of investors seeking participation in unusual opportunities in undervalued assets, special growth situations, and high quality fixed-income securities. We think of our client relationship as a “partnership in performance”. This website offers a profile of McClurg Capital, its philosophy, capabilities, innovative approach to the industry, and helpful tools for investors.
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