Our Philosophy

Employing a highly disciplined approach to investing, the professionals at McLaughlin Capital Management create a bespoke portfolio to meet each and every client’s own unique circumstances and needs. Like a finely tailored suit, your investments need to fit you exactly, yet remain supple enough to accommodate any changes.

Comprehensive wealth management is our specialty, and many of our family relationships span three generations. Family wealth management goals are guided by a tailored Investment Policy Statement which clarifies every component of a prudent investor’s approach to meeting their long-term financial objectives and goals. Driven by those mandates, we invest along the asset class spectrum to achieve superior results and to manage risks.

We are passionate about how strategy, planning, wealth, and savings allow our clients to accomplish their goals, both large and small, near-term and long into the future. We want our clients to live better financial lives, free from short-term market panic and long-term legacy concerns.

Our Approach

Extraordinary service

McLaughlin Capital Management goes beyond investment management or financial planning. We provide an integrated service that benefits our clients at a deep, intensely useful and responsive way.

Focus on the long term

A client of ours is provided with the confidence they need to make sound financial decisions by providing a clear roadmap for their future addressing all aspects of their financial situation. We strive to focus beyond the next five years and out to the next generation. At every point, we are aided by a team of professional, on-staff advisors with a variety of specialties in the legal, financial planning, investment selection, insurance, and estate fields.

Gold standard solutions

Our investment philosophy stresses no single theme. We are agnostic to both style and mechanism in investing, taking instead a "best in class" philosophy where we evaluate each investment on its merits and build portfolios in a customized manner to match individual client timelines, goals, and personal comfort levels.

We believe in companies that outperform their peers at adding value over time through strong management, good governance, and ethical practices with vibrant markets to sell their goods into.

How We Can Help You

Helping with all of your family's needs

Our clients want to achieve financial independence, to ensure that their lifestyles are covered and that their families will be secure through whatever the ‘markets’ bring, and whatever outside changes take place in their lives. With families who have achieved a level of wealth that provides for their daily needs, the horizon grows to include not just the legacy that they will leave, but the world that they live in, and specialized advice around multi-generational wealth education, the emotional and behavioural aspects of wealth, charitable giving and philanthropy in general, risk management, and long-term stewardship often take the forefront.

Helping to build your future

High performing portfolios are none-the-less aimless without a plan that encompasses a client’s needs, resources, and timelines. Solid investment strategies and strong portfolio returns give clients the confidence that they will meet the goals identified in their financial planning with the lowest risk for their return. Continuous review of both a client’s planning and the tools being used to realize their goals provides the best experience in the long run.

Working with others you trust to help

Coordinating with a client’s other advisors—and connecting clients with the best advisors for their needs—means that all of their professionals are on the same page concerning their overall needs.

Freeing up time to live your life

McLaughlin Capital Management offers a premium level of discretionary portfolio management designed to free you from the day-to-day details of managing your wealth. This gives you the confidence to pursue your goals, knowing your investments will be managed according to the highest standards. Portfolios are built from the ground up within specific guidelines established in your Investment Policy Statement in advance and are accountable to these guidelines. Because your approval is not required for every single transaction, we are able to take advantage of investment opportunities quickly and efficiently.