The Promise
Dear Prospective Client:
I am pleased to introduce you to McClurg Capital's private portfolio management services. You may be assured that all of the efforts of your McClurg Capital advisor and our professional staff are singularly dedicated to enhancing the value of your investments. Our organization's growth depends on the growth of your assets. I like to think of our client relationship as a "partnership in performance".
We also promise to utilize high-quality, seasoned investment securities that are suitable to your investment goals and risk tolerance. We pledge that quality and diversification will never be compromised.
When compared to mutual funds, wrap accounts, and other management companies, we have designed one of the most cost effective methods for the small to medium sized investor to participate in equity and debt markets. As we grow, we promise to continuously strive to reduce those costs still further. Our essential business strategy is to deliver premium investment performance at the lowest possible cost to our clients.
I personally promise to be available to our clients for personal meetings or phone calls. We promise to always put your interests before our own. The individual investments in your account will be well thought out and risk will be prudently assessed. Your McClurg Capital advisor will work hard to make your investment experience rewarding rather than agonizing.
We would like to get to know you as well. For your specific financial solutions, and to learn more about McClurg Capital, contact us at (415) 472-1445 or toll free at (888) 472-1430. Our e-mail is invest@mcclurgcapital.com.
The staff of McClurg Capital and I look forward to earning your confidence and establishing a lasting relationship.
Sincerely,
David G. McClurg,
President