Portfolio Management

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Charles McLean Capital Management sponsors two types of portfolio accounts, a Wrap account and a Choice account. The Wrap account is a discretionary account having ongoing investment management. It is designed to align portfolios with each client’s objectives, risk considerations, and time horizon. Our approach emphasizes disciplined strategy, diversification, and long-term stewardship rather than short-term market speculation. Investment decisions are coordinated with broader financial, tax, and estate-planning considerations to ensure consistency and clarity across all areas of planning. The Choice account is non-discretionary, where the client, with guidance from an IAR, plays a significant role in investment selection and style drift.

We use an asset-based pricing model that ranges from 0 to 120 basis points, depending on the account's type, size, and complexity. If you would like a custom pricing quote, you can contact us at info@charlesmcleancapital.com.

Charles McLean Capital Management sponsors two types of portfolio accounts, a Wrap account and a Choice account. The Wrap account is a discretionary account having ongoing investment management. It is designed to align portfolios with each client’s objectives, risk considerations, and time horizon. Our approach emphasizes disciplined strategy, diversification, and long-term stewardship rather than short-term market speculation. Investment decisions are coordinated with broader financial, tax, and estate-planning considerations to ensure consistency and clarity across all areas of planning. The Choice account is non-discretionary, where the client, with guidance from an IAR, plays a significant role in investment selection and style drift.

We use an asset-based pricing model that ranges from 0 to 120 basis points, depending on the account's type, size, and complexity. If you would like a custom pricing quote, you can contact us at info@charlesmcleancapital.com.