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Professional Portfolio Management

Client Centered

Private Separate Account Management is offered to those busy clients who desire the convenience of McClurg Capital's investment advisory services. Clients may select management styles tailored to their specific investment objectives. After a detailed discussion of your total financial circumstances and risk tolerance, a prudent asset allocation is agreed upon. We do the rest and provide you continuous updates with performance reports and measurement.

Today's investors are smarter and have higher expectations from their financial consultants. Enlightened investors demand smarter strategies, better performance, and accountability.

See why knowledgeable investors are choosing the advantages of separate account management.

McClurg Capital Welcomes High Expectations