David McClurg, founder and president of McClurg Capital, is a graduate of California State University at Sacramento and studied advanced accounting at the University of Santa Clara Graduate School of Business. In addition to his management responsibilities, David is a fee-based registered investment advisor managing investment portfolios for individuals, trusts, and qualified retirement plans. David 's traditional approach to portfolio construction emphasizes direct ownership of securities A refined, well selected portfolio of debt and equity instruments will provide diversification and the opportunity to satisfy high client expectations at surprisingly low costs. David believes that delivering exemplary investment performance is the most important ingredient to a successful financial plan.
Whether you are seeking rapid appreciation or conservative income opportunities, give David a call today, and explore how a prudent investment plan with McClurg Capital can grow assets and secure your financial future.