Client Services

Investment and Portfolio Management

We focus on understanding our clients, their objectives and their financial goals. As part of the planning process, we design a customized investment plan around our assessment of the client risk tolerance, profile and other client-specific factors.

During the implementation process, we invest client assets as set forth in the plan, using a range of investments like stocks, bonds, mutual funds, REITs and annuities. We also have experience with uncommon investment strategies employing options, index and exchange-traded funds, closed-end funds, futures and hedging.

Clients receive implementation updates, quarterly portfolio analyses and quarterly macroeconomic and market commentary. We are always available for meetings to review strategy, specific portfolio structure and investment results.

  • Quarterly portfolio analysis including performance reporting based on the standards of the Association of Investment Management Research¹
  • Quarterly current macroeconomic and market commentary
  • Client meetings as needed include:
    • Review of client’s risk profile
    • Review of the firm’s economic and market outlook
    • Strategy overview
    • Implementation update
    • Review of specific portfolio structure and investment results
    • Other considerations such as investment guidelines and objectives

Financial Planning

We work with a host of individuals, businesses, trusts, foundations and endowments to craft custom finanacial plans, including...

  • Asset protection
  • Estate and insurance planning
  • Life, education and retirement planning
  • Tax planning and preparation
  • Employee stock option planning

Litigation Consulting

Both individuals and law firms have engaged McRay Money Management to provide pre-trial analysis, evaluation and expert testimony on topics as diverse as investment suitability and performance, hedge funds, derivatives strategy, the nature of risk and fraud.